JPMorgan Chase - Gurnee, IL
posted about 2 months ago
Full-time - Entry Level
Gurnee, IL
Credit Intermediation and Related Activities
About the position
As a Relationship Banker at JPMorgan 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. You will be the face of Chase in the retail branch, responsible for acquiring and retaining customers while promoting self-service options for account access.
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, discover financial needs, and tailor product and service recommendations.
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships.
- Influences, educates, and connects customers to technology.
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach.
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together.
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
Requirements
- 1+ year of experience in Retail banking sales, Financial services sales, or Consultative relationship sales role in a related industry, with proven success in establishing new clients and deepening customer relationships.
- High school degree, GED, or foreign equivalent.
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs.
- 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.
- Exude confidence with clients when sharing product knowledge and solutions.
- Experience adhering to policies, procedures, and regulatory banking requirements.
Benefits
- Comprehensive health insurance coverage.
- 401(k) retirement savings plan with company matching.
- Paid time off and holidays.
- Opportunities for professional development and training.
