Relationship Banking Specialist

JPMorganChase; Fort Collins (CO); On-site; USD 42,000 - 52,000; Full time

Job summary

JPMorganChase in Fort Collins, CO is seeking a Customer Service Specialist to put clients first and deliver attentive service. You will manage assigned clients, meet with them in person or by phone, understand financial needs, and tailor product recommendations.

You'll educate clients on Chase mobile apps and online tools to meet their banking needs. The role requires strong communication, problem solving, and compliance with banking regulations; you will collaborate with a team of experts to

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences and tailor product benefits.
• Excellent communication skills both in person and by phone; ability to tailor offers to client needs.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients; meet with them in person or by phone to build relationships and assess financial needs.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) to meet banking needs.
• Learn products, services, and procedures to effectively consult and connect clients with our experts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorganChase in Fort Collins, CO is seeking a Customer Service Specialist to put clients first and deliver attentive service. You will manage assigned clients, meet with them in person or by phone, understand financial needs, and tailor product recommendations.

You'll educate clients on Chase mobile apps and online tools to meet their banking needs. The role requires strong communication, problem solving, and compliance with banking regulations; you will collaborate with a team of experts to