Wednesday , February 8 2023

Chase Employment – Relationship Banker

Website JP Morgan

Job Description:

As a Relationship Banker in our Branch Banking team, you’ll take a lead role in delivering an outstanding experience to Chase customers. You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You’ll contribute to the success of the branch by:

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Job Responsibilities:

  • Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Adhering to policies, procedures, and regulatory banking requirements
  • Managing assigned customers and proactively meeting with them – in person and over the phone – to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week

Job Requirements:

  • Delivers exceptional customer experience by acting with a customer-first attitude
  • Ability to learn products, services, and procedures quickly and accurately; delivers solutions that make our One Chase products work together
  • Possesses drive, initiative, and knowledge to provide financial options for customers using a consultative approach
  • Operates within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
  • Professional, thorough, and organized with strong follow-up skills
  • Excellent interpersonal communication skills
  • Engage and partner with team members and other lines of business to offer most appropriate products
  • Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
  • Exudes confidence with clients when sharing product knowledge and solutions
  • Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits of products/services to customers with differing needs
  • Strong desire and ability to influence, educate, and connect customers to technology

Qualification & Experience:

  • Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • Ability to work branch hours, including weekends and some evenings Compliance with Dodd Frank/Truth in Lending Act*
  • College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
  • All unlicensed applicants must obtain their licenses within 120 days of hire
  • Retail banking sales, or
  • At least one-year experience in:
  • Financial services sales, or
  • 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

Job Details:

Company: JP Morgan

Vacancy Type:  Full Time

Job Location: Atlanta, GA, US

Application Deadline: N/A

Apply Here

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