Relationship Banker: Trusted Client Advocate

JP Morgan Chase; Saginaw (MI); On-site; USD 42,000 - 70,000; Full time

Job summary

JP Morgan Chase in the United States is seeking a Relationship Banker in a Chase Branch. You will represent our brand with hospitality, use banking solutions and technology to serve clients, and help acquire, manage, and retain meaningful relationships.

The role emphasizes financial knowledge, consultative communication, and adherence to regulatory requirements, with opportunities to grow and support clients in achieving their financial goals.

Qualifications

• 1+ year of sales experience in Retail Banking
• Ability to tailor features and benefits of products to clients with different needs
• Strong communication skills in person and over the phone
• Ability to resolve client issues with attention to detail and compliance

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, understand financial needs, 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 leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Relationship building

Excellent communication

Customer service oriented

Regulatory compliance awareness

Financial knowledge

Weekend/evening availability

Education

High school diploma or GED

College degree or military equivalent

Job description

JP Morgan Chase in the United States is seeking a Relationship Banker in a Chase Branch. You will represent our brand with hospitality, use banking solutions and technology to serve clients, and help acquire, manage, and retain meaningful relationships.

The role emphasizes financial knowledge, consultative communication, and adherence to regulatory requirements, with opportunities to grow and support clients in achieving their financial goals.