Relationship Banking Specialist

Testing Site - JPMC; Lake Zurich (IL); On-site; USD 42,000 - 72,000; Full time

Job summary

JPMorganChase in the United States is seeking a Relationship Banker to represent the Chase brand in a branch, delivering hospitable service and expert financial guidance. You will acquire, manage, and retain client relationships using modern banking solutions to meet their financial needs and enhance their lives.

Responsibilities include building trust with clients, educating them on Chase Mobile App and online services, and collaborating with specialists for complex financial solutions.

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 and elevate the client experience.
• Excellent communication skills, both in person and over the phone, with ability to tailor features and benefits of products and services.
• Ability to resolve client issues with attention to detail while maintaining consistent client experience.
• Operate within risk parameters and complete required training and compliance obligations.
• High school degree or GED (or foreign equivalent); SIE/FINRA licenses or state registrations required within 180 days.

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 and tailor product recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust.
• Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs to help with banking needs anytime, anywhere.
• Learn products, services, and procedures quickly to consult with clients about banking solutions and connect them to experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Excellent communication

Relationship building

Regulatory awareness

Education

High school degree or GED

College degree preferred

Job description

JPMorganChase in the United States is seeking a Relationship Banker to represent the Chase brand in a branch, delivering hospitable service and expert financial guidance. You will acquire, manage, and retain client relationships using modern banking solutions to meet their financial needs and enhance their lives.

Responsibilities include building trust with clients, educating them on Chase Mobile App and online services, and collaborating with specialists for complex financial solutions.