Relationship Banking Specialist

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

Job summary

Chase is seeking a Relationship Banker to represent our brand at a branch, delivering hospitality and financial solutions to clients. You will acquire, manage, and retain relationships, using your knowledge to tailor recommendations and connect clients to specialists.

Responsibilities include meeting clients in person and by phone, educating them on Chase technologies, and maintaining adherence to banking policies and regulatory requirements.

Qualifications

• 1+ year of sales experience in retail banking or financial services with proven success in new clients.
• Ability to create memorable experiences for our 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.
• SIE exam, FINRA Series 6, state registration (including 63), and Life licenses are minimum requirements; licensing 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

Excellent communication

Customer service

Regulatory compliance

Risk awareness

Education

High school degree

SIE exam

FINRA Series 6

State registration (63)

Life licenses

Job description

Chase is seeking a Relationship Banker to represent our brand at a branch, delivering hospitality and financial solutions to clients. You will acquire, manage, and retain relationships, using your knowledge to tailor recommendations and connect clients to specialists.

Responsibilities include meeting clients in person and by phone, educating them on Chase technologies, and maintaining adherence to banking policies and regulatory requirements.