Relationship Banking Specialist

JP Morgan Chase

Nashville (TN)

On-site

USD 52,000 - 68,000

Full time

4 days ago
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Job summary

JP Morgan Chase is seeking a Relationship Banker to deliver exceptional service, build and manage client relationships, and provide tailored financial solutions in a Chase branch. You will leverage mobile and online tools to assist clients and promote adoption of digital banking platforms.

The role requires handling a variety of client needs, learning products quickly, and adhering to regulatory requirements, with weekend/evening hours as needed.

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
  • Ability to create memorable experiences for clients – elevate the client experience.
  • Excellent communication skills, in person and over the phone, with ability to tailor features and benefits.
  • Ability to resolve client issues with attention to detail – deliver consistent client experience.
  • Operate within risk parameters and meet risk/compliance obligations, including required training.

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 Chase Mobile App, Chase.com, and ATMs to help them banking needs anytime, anywhere.
  • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions and connect them to experts.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Customer focus
Communication skills
Problem solving
Risk & compliance awareness

Education

High school diploma
College degree (preferred)

Job description

JP Morgan Chase is seeking a Relationship Banker to deliver exceptional service, build and manage client relationships, and provide tailored financial solutions in a Chase branch. You will leverage mobile and online tools to assist clients and promote adoption of digital banking platforms.

The role requires handling a variety of client needs, learning products quickly, and adhering to regulatory requirements, with weekend/evening hours as needed.

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