Relationship Banker- Barrington Branch, RI

JPMorgan Chase - Barrington, RI

Full-time

Barrington, RI

Credit Intermediation and Related Activities

About the position

As a Relationship Banker at Chase's Barrington Branch, you will play a crucial role in delivering exceptional customer service and building lasting relationships with clients. This position involves managing customer accounts, understanding their financial needs, and providing tailored solutions to enhance their banking experience. You will also have opportunities for career development through cross-training and collaboration with financial specialists.

Responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude.
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships.
• Discovers financial needs and tailors product and service recommendations accordingly.
• Engages and educates customers, asks open-ended questions, and listens to establish trust.
• Influences, educates, and connects customers to technology.
• Provides financial options for customers using a consultative approach.
• Learns products, services, and procedures quickly and accurately to deliver effective solutions.
• Works in partnership with Specialists to connect customers to experts for specialized financial needs.

Requirements

• 1 year of experience in Retail banking sales, Financial services sales, or a Consultative relationship sales role.
• High school degree, GED, or foreign equivalent.
• Must obtain Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, and Life licenses within 180 days of hire.
• Excellent communication skills, both in person and over the phone.
• Ability to work branch hours including weekends and some evenings.

Nice-to-haves

• College degree or military equivalent.
• Professional, thorough, and organized with strong follow-up skills.
• Experience adhering to policies, procedures, and regulatory banking requirements.

Benefits

• Career development opportunities through cross-training.
• Access to a variety of financial products and services.