Relationship Banking Specialist

JP Morgan Chase

Antioch (CA)

On-site

USD 52,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Health coverage
Retirement plan
Tuition reimbursement
Mental health support
Backup childcare

Job summary

JPMorganChase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitable service while acquiring, managing, and retaining meaningful client relationships. You will use financial knowledge to offer thoughtful solutions that address clients' needs and simplify their lives.

You will leverage Chase Mobile App, Chase.com, and ATMs to connect clients with technology and support, collaborating with a team of experts to address more complex financial needs.

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
  • 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 different needs.
  • Ability to resolve client issues with attention to detail and provide consistent client experience.
  • Ability to work within risk parameters, complete required training, and comply with regulations.

Responsibilities

  • Put clients first and exceed their expectations with attentive, friendly service.
  • Manage assigned clients and proactively meet with them in person and by phone to build lasting relationships.
  • Communicate clearly to understand and anticipate clients' financial needs and tailor recommendations.
  • Educate clients on technology solutions such as the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly to consult on banking solutions and connect clients to experts.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Customer service
Communication skills
Financial knowledge
Regulatory compliance

Education

High school diploma or GED
College degree

Tools

Chase Mobile App
Chase.com
ATMs

Job description

JPMorganChase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitable service while acquiring, managing, and retaining meaningful client relationships. You will use financial knowledge to offer thoughtful solutions that address clients' needs and simplify their lives.

You will leverage Chase Mobile App, Chase.com, and ATMs to connect clients with technology and support, collaborating with a team of experts to address more complex financial needs.

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