Relationship Banking Advisor

Testing Site - JPMC; Sidney (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand and culture in a Chase Branch, delivering hospitality and attentive service while leveraging digital tools to meet clients' needs.

You will build and manage client relationships, explain banking solutions, comply with regulatory requirements, and collaborate with specialists to address complex financial needs. Weekend/evening availability is required.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma or GED required.
• SIE, FINRA Series 6, state registration and Life licenses required within 180 days.
• 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

Risk/compliance awareness

Licensing knowledge

Problem resolution

Team collaboration

Education

High school diploma or GED

College degree preferred

Job description

Chase is seeking a Relationship Banker to represent our brand and culture in a Chase Branch, delivering hospitality and attentive service while leveraging digital tools to meet clients' needs.

You will build and manage client relationships, explain banking solutions, comply with regulatory requirements, and collaborate with specialists to address complex financial needs. Weekend/evening availability is required.