Relationship Banker & Financial Solutions Advisor

Fairygodboss

Tucson (AZ)

On-site

USD 55,000 - 75,000

Full time

3 days ago
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Benefits offered by this job

Commission-based pay
Discretionary incentive compensation
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and financial expertise. You will acquire, manage, and retain client relationships using your financial knowledge to offer thoughtful solutions that address their needs and simplify their lives.

You will leverage technology tools such as the Chase Mobile App and Chase.com, while delivering compliant banking solutions and partnering with a team of experts to support specialized financial

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services.
  • Ability to create memorable experiences for clients.
  • Excellent communication skills for in-person and phone interactions.
  • Ability to resolve client issues with attention to detail and consistency.
  • Operate within risk parameters and complete required training.
  • High school diploma or GED accepted.
  • SIE, FINRA Series 6, state registration (63 if required), and Life licenses are minimum requirements; licenses via JPMorganChase licensing program within 180 days.

Responsibilities

  • Put clients first and exceed expectations with attentive service.
  • Manage assigned clients and meet with them to build lasting relationships.
  • Engage in consultative communication to understand clients and tailor recommendations.
  • Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
  • Learn products and procedures to consult on banking solutions and connect to experts.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Client relationship
Communication skills
Problem solving
Regulatory compliance

Education

High school diploma or GED
SIE exam and FINRA Series 6
State registrations (63 if required)
Life licenses (if required)

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and financial expertise. You will acquire, manage, and retain client relationships using your financial knowledge to offer thoughtful solutions that address their needs and simplify their lives.

You will leverage technology tools such as the Chase Mobile App and Chase.com, while delivering compliant banking solutions and partnering with a team of experts to support specialized financial

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