Relationship Banking Specialist

JP Morgan Chase; Milwaukee (WI); Presencial; USD 52.000 - 68.000; Jornada completa

Descripción de la vacante

JPMorgan Chase seeks a Relationship Banker to represent the Chase brand in a branch setting, delivering hospitality and cutting-edge banking solutions. You will acquire, manage, and retain client relationships, offering thoughtful financial guidance to meet needs and simplify lives.

You will educate clients about technology tools, such as the Chase Mobile App, and collaborate with specialists to address complex financial needs while complying with all regulatory requirements.

Formación

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication skills, in person and by phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma or GED or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (63 if required), Life licenses required within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsabilidades

• Put clients first and exceed their expectations with friendly service.
• Manage assigned clients; meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions with the team.
• Adhere to policies, procedures, and regulatory requirements.

Conocimientos

Sales experience

Client relationship building

Excellent communication

Regulatory/compliance awareness

Financial product knowledge

Educación

High school diploma or GED

Descripción del empleo

JPMorgan Chase seeks a Relationship Banker to represent the Chase brand in a branch setting, delivering hospitality and cutting-edge banking solutions. You will acquire, manage, and retain client relationships, offering thoughtful financial guidance to meet needs and simplify lives.

You will educate clients about technology tools, such as the Chase Mobile App, and collaborate with specialists to address complex financial needs while complying with all regulatory requirements.