Friday , January 27 2023

Relationship Banker – JP Morgan Careers

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:

  • 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
  • Adhering to policies, procedures, and regulatory banking requirements
  • Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • 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

Job Requirements:

  • Possess drive, initiative, and knowledge to provide financial options for customers using a consultative approach
  • Deliver exceptional customer experience by acting with a customer-first attitude
  • 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
  • Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
  • Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together
  • Strong desire and ability to influence, educate, and connect customers to technology
  • Exude confidence with clients when sharing product knowledge and solutions

Qualification & Experience:

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

Job Details:

Company: JP Morgan

Vacancy Type:  Full Time

Job Location: Portland, OR, US

Application Deadline: N/A

Apply Here

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