Relationship Banker - Plano Market - Plano, TX

JPMorganChase; Plano (TX); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a passionate Relationship Banker to enhance customer experiences in the Plano market. This role offers the chance to build meaningful relationships while providing tailored financial solutions. You'll engage with customers, educate them about services, and collaborate with specialists to meet their diverse financial needs. Join a dynamic team dedicated to helping individuals achieve their financial goals through innovative banking solutions. This opportunity promises career growth and the chance to make a real impact in the community.

Benefits

Competitive total rewards package

Potential commissions

Benefits programs

Career development opportunities

Qualifications

• 1+ year experience in retail banking or financial services sales.
• Excellent communication skills to tailor services to customers.

Responsibilities

• Deliver exceptional customer experience with a customer-first attitude.
• Manage assigned customers and build lasting relationships.

Skills

Retail banking sales

Financial services sales

Customer relationship management

Communication skills

Education

High school degree or GED

College degree or military equivalent

Job description

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

3 days ago Be among the first 25 applicants.

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, or 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 meet 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 offers are contingent on review of criminal conviction history, credit report, and other relevant information to demonstrate financial responsibility, good character, and fitness. Any felony within the last seven years will disqualify you. Continued employment depends on compliance with these regulations, including registration with NMLS as required. Further details at: NMLS registration info.

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 products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We offer a competitive total rewards package, including base salary, potential commissions, benefits, and programs to meet employee needs.

We value diversity and inclusion, being an equal opportunity employer and making reasonable accommodations for applicants and employees.

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, ranking first in customer satisfaction.

We help manage your money with checking, savings, and credit cards, combining the latest banking technology with comprehensive solutions for nearly half of U.S. households.