Relationship Banker - Plano Market - Plano, Tx.

JPMorganChase; Plano (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

Join a leading financial services firm as a Relationship Banker in Plano, TX. You'll build meaningful relationships with customers, providing tailored financial solutions and exceptional service. This role offers opportunities for career development and cross-training in a dynamic environment.

Benefits

Health care

Retirement plans

Potential commissions

Qualifications

• 1+ year of experience in Retail banking or Financial services sales.
• Securities Industry Essential (SIE) exam and FINRA licenses required within 180 days.

Responsibilities

• Delivers exceptional customer experience with a customer-first attitude.
• Manages assigned customers to build lasting relationships and tailor product recommendations.
• Educates customers on technology and financial options.

Skills

Communication

Customer Service

Relationship Building

Education

High school degree

College degree or military equivalent

Job description

Join to apply for the Relationship Banker - Plano Market - Plano, Tx. role at JPMorgan Chase.

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Job Description

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job Responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required Qualifications, Capabilities, And Skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred Qualifications, Capabilities, And Skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offer contingent on review of your criminal conviction history, credit report, and other relevant information demonstrating financial responsibility, good character, and fitness. Any felony conviction within the last seven years will disqualify you. Continued employment depends on compliance with these requirements.

Additionally, this role requires NMLS registration under the SAFE Act. Upon employment, you will need to register or update your existing registration to reflect your employment with JPMorgan Chase. Continued employment is contingent upon compliance with the SAFE Act, including successful registration and annual renewals. Information obtained may impact your employment.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary, potential commissions, and other benefits such as health care, retirement plans, and more. We value diversity and inclusion and are an equal opportunity employer. We do not discriminate on any protected attribute and provide reasonable accommodations for religious, mental health, or physical needs.

About The Team

Our Consumer & Community Banking division serves our Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales and deposit growth, with top digital solutions and customer satisfaction rankings.