Job Description
Relationship Banker
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.
Duties and Responsibilities
Your main responsibilities in this role include the following:
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
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
Job Requirements
Deliver exceptional customer experience by acting with a customer-first attitude
Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
Exude 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
Possess drive, initiative, and knowledge to provide financial options for customers using a consultative approach
Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together
Operate 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
Engage and partner with team members and other lines of business to offer most appropriate products
At least one year experience in: Retail banking sales, or 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
Job Details
Company Name: JPMorgan Chase & Co.
Employment Type: Full-time
Job Location: Dripping Springs, TX, United States
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