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Job Description:
Do you have a passion for helping customers, building relationships, and delivering extraordinary customer service? We’re looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers.
From a personal standpoint, you’ll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
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:
- 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
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
Qualifications
- 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
- College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
- 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
- Ability to work branch hours, including weekends and some evenings
- Compliance with Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspxChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
Apply Now
Top 16 what is a relationship banker edit by Top Q&A
Banking Center Relationship Banker – Careers at Webster Bank
- Author: careers.websteronline.com
- Published Date: 10/30/2022
- Review: 4.87 (946 vote)
- Summary: Apply for Banking Center Relationship Banker position at Webster Bank in Babson Park, Massachusetts on https://careers.websteronline.com/
What do Branch Relationship Bankers do?
- Author: franklin.edu
- Published Date: 09/23/2022
- Review: 4.72 (364 vote)
- Summary: Branch Relationship Bankers buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals.
What Are the Qualifications to Become a Relationship Banker?
- Author: work.chron.com
- Published Date: 11/17/2022
- Review: 4.33 (276 vote)
- Summary: A relationship banker, also called a personal banker, sells financial services and handles a client’s relationship with a bank.
- Matching search results: 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 …
What Does a Relationship Banker Do?
- Author: climbtheladder.com
- Published Date: 01/31/2023
- Review: 4.01 (444 vote)
- Summary: Relationship bankers are responsible for building and maintaining relationships with clients. They commonly work with high-net-worth individuals, …
- Matching search results: A career as a relationship banker can be very rewarding. It offers the opportunity to work with a variety of people in different industries, and it provides a chance to make a real difference in people’s lives. However, it’s important to consider …
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Relationship Banker at Bank of America
- Author: queencreekchamber.com
- Published Date: 07/14/2022
- Review: 3.95 (450 vote)
- Summary: The Relationship Banker role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those who have a …
- Matching search results: Desired skills: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six …
Relationship Banker Job Description | Velvet Jobs
- Author: velvetjobs.com
- Published Date: 05/12/2022
- Review: 3.73 (217 vote)
- Summary: Relationship banker provides financial solutions to clients to help clients’ achieve their goals through broad knowledge of products and services.
- Matching search results: Desired skills: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six …
What is a Relationship Banker?
- Author: zippia.com
- Published Date: 07/19/2022
- Review: 3.39 (537 vote)
- Summary: Relationship bankers otherwise known as personal bankers are bank employees that are responsible for providing financial advice to members.
- Matching search results: Desired skills: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six …
Relationship Bankers – First National Bank
- Author: fnb247.com
- Published Date: 10/18/2022
- Review: 3.37 (450 vote)
- Summary: Relationship Bankers have a broad knowledge of the products and services offered by the bank, as well as the needs and financial goals of their clients, helping …
- Matching search results: If you join us today, you’ll be building lasting relationships with our clients to meet their life-long financial needs. In return, you’ll be rewarded with a competitive compensation and benefit package, be provided continuous training and …
What Is a Relationship Banker? [US Banking]
- Author: globalbanks.com
- Published Date: 06/14/2022
- Review: 3 (389 vote)
- Summary: What is a Relationship Banker? It’s a bank employee that is responsible for managing the direct relationship with the bank’s clients…
- Matching search results: Depending on the bank you want to open an account with, you may find that a relationship banker is automatically assigned to you. If you are opening a standard retail bank account, this is essentially a euphemism for an account manager. In essence, …
What Does a Relationship Banker Do?
- Author: megainterview.com
- Published Date: 04/04/2022
- Review: 2.81 (192 vote)
- Summary: A Relationship Banker builds and manages relationships with clients, provides financial advice & promotes bank products and services.
- Matching search results: As for the job outlook, the BLS projects that employment for personal financial advisors, including relationship bankers, will grow by 7% from 2019 to 2029, which is faster than the average for all occupations. This growth is expected to be driven …
Alternative Careers and Similar Jobs to a Relationship Banker
- Author: resumeworded.com
- Published Date: 09/11/2022
- Review: 2.76 (182 vote)
- Summary: These job titles are similar to the Relationship Banker role, and are often used interchangeably by companies. For example, some employers may refer to a …
- Matching search results: As for the job outlook, the BLS projects that employment for personal financial advisors, including relationship bankers, will grow by 7% from 2019 to 2029, which is faster than the average for all occupations. This growth is expected to be driven …
Relationship Banker Job Description – Glassdoor
- Author: glassdoor.com
- Published Date: 03/25/2022
- Review: 2.65 (73 vote)
- Summary: A relationship banker, also known as a personal banker, is the liaison between the customer and the financial institution, building and maintaining that …
- Matching search results: As for the job outlook, the BLS projects that employment for personal financial advisors, including relationship bankers, will grow by 7% from 2019 to 2029, which is faster than the average for all occupations. This growth is expected to be driven …
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Top 20 Relationship Banker Interview Questions and Answers in 2023
- Author: projectpractical.com
- Published Date: 11/05/2022
- Review: 2.69 (96 vote)
- Summary: A relationship banker is a finance professional that helps clients make decisions regarding their bank accounts. They also enlighten them on the bank …
- Matching search results: “I am the best fit based on the personal attributes, skills, and experience requirements on the job description. I am a self-starter, confident, and a great salesperson. Over the years, I have developed my communication and interpersonal skills that …
Relationship Banker Job Description – Hiring People
- Author: hiringpeople.co.uk
- Published Date: 08/17/2022
- Review: 2.5 (190 vote)
- Summary: Relationship Banker Duties and Responsibilities · Meet with clients looking for financial services · Show available options and assist them with making a …
- Matching search results: The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can …
Relationship Banker I – Simmons Bank
- Author: simmonsbank.com
- Published Date: 09/02/2022
- Review: 2.38 (61 vote)
- Summary: Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions …
- Matching search results: As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing …
First Technology Federal Credit Union Careers
- Author: jobs.jobvite.com
- Published Date: 05/01/2022
- Review: 2.24 (82 vote)
- Summary: The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email.
- Matching search results: As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing …