Relationship Banker - Lincoln Center - Syracuse, NY

$41,600 - $52,998/Yr

JPMorgan Chase - Syracuse, NY

Full-time - Entry Level

Syracuse, NY

Credit Intermediation and Related Activities

About the position

As a Relationship Banker at Chase, you will play a crucial role in delivering exceptional customer service and building lasting 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, deepening customer relationships and delivering results.
• 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

• Health insurance
• Retirement plan
• Tuition reimbursement