JPMorgan Chase - Chicago, IL

posted 2 months ago

Full-time
Chicago, IL
Credit Intermediation and Related Activities

About the position

As a Relationship Banker in Branch Banking at Chase, you will play a crucial role in delivering exceptional customer service and building meaningful relationships with clients. This position involves managing customer accounts, providing financial solutions, and ensuring a seamless banking experience through various self-service options. You will have opportunities for career development and cross-training within the organization.

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
  • 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
  • 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 Consultative relationship sales role
  • High school degree, GED, or foreign equivalent
  • Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, and Life licenses required 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
  • Cross-training opportunities
  • Comprehensive training programs
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