Relationship Banker: Trusted Financial Advisor

JPMorgan Chase & Co.; Traverse City (MI); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorgan Chase & Co. in Traverse City, Michigan, seeks a Relationship Banker to represent our brand with hospitality, delivering financial solutions and building lasting client relationships.

You will engage clients in person and by phone, educate on Chase Mobile App and online banking, and collaborate with specialists to meet financial needs while adhering to policies and regulations.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• Licensing requirements: SIE, FINRA Series 6, state registration (63 if required), Life licenses; must obtain licenses within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

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

Client communication

Regulatory compliance

Attention to detail

Time management

Licensing requirements (SIE/Series 6)

Education

High school diploma, GED, or equivalent

College degree (preferred)

Job description

JPMorgan Chase & Co. in Traverse City, Michigan, seeks a Relationship Banker to represent our brand with hospitality, delivering financial solutions and building lasting client relationships.

You will engage clients in person and by phone, educate on Chase Mobile App and online banking, and collaborate with specialists to meet financial needs while adhering to policies and regulations.