Relationship Banking Advisor

JPMorgan Chase & Co.; Lecanto (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Lecanto, FL, is hiring a Relationship Banker to lead client engagements, manage relationships, and provide tailored banking solutions in a branch setting.

You will leverage digital tools to enhance client experiences, educate customers on products, and collaborate with specialists for complex needs. Excellent communication and a commitment to compliant service are required.

Qualifications

• 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 – 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 risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants 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 for their banking needs.
• 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 for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication

Regulatory compliance

High school diploma

SIE exam

Series 6

Education

College degree

High school diploma

Job description

JPMorgan Chase & Co. in Lecanto, FL, is hiring a Relationship Banker to lead client engagements, manage relationships, and provide tailored banking solutions in a branch setting.

You will leverage digital tools to enhance client experiences, educate customers on products, and collaborate with specialists for complex needs. Excellent communication and a commitment to compliant service are required.