JPMorgan Chase - Gurnee, IL

posted about 1 month ago

Full-time - Entry Level
Gurnee, IL
Credit Intermediation and Related Activities

About the position

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

  • Comprehensive health insurance coverage.
  • 401(k) retirement savings plan with company matching.
  • Paid time off and holidays.
  • Opportunities for professional development and training.
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