Relationship Banker - SW Pittsburgh Market - Pittsburgh, PA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with hospitality, using banking solutions and technology with friendly service. You will take a lead role in acquiring, managing, and retaining relationships with clients, using your financial knowledge to offer solutions to address their financial needs and make their lives easier, contributing to the success of the branch.
Responsibilities
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs to help with their banking needs.
- Learn products, services, and procedures quickly to effectively consult with clients and connect them to our team of experts for specialized needs.
- Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, And Skills
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for clients and elevate the client experience.
- Excellent communication skills, both in person and over the phone, with ability to tailor features and benefits to clients’ needs.
- Ability to resolve client issues with attention to detail and maintain a consistent client experience.
- Operate within established risk parameters and meet risk and compliance obligations, including completion of required training.
- High school diploma, GED, or foreign equivalent.
- Securities Industry Essentials (SIE), FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire with provided study materials and support.
- Ability to work branch hours including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
About Us
Chase is a leading financial services firm, helping households and small businesses achieve financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve financial needs.
We offer a competitive total rewards package including base salary and potential incentives. Benefits include health care coverage, retirement savings plan, and more. Details about total compensation and benefits are provided during the hiring process.
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide accommodations for religious practices and disabilities.
About The Team
Our Consumer & Community Banking division serves Chase customers with 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 and deposit growth and offer digital solutions with strong customer satisfaction.