Relationship Banker

2 weeks ago

Atlanta, United States One Ten Inc Full time
Job Number: 2004

External Description:

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the 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 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
Required Skills/Certifications:
  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results
  • 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
  • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
  • 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
  • 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
Job Responsibilities:
  • Acts as the standard bearer of Chase and creates a world-class customer experience
  • Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
  • Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
  • Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
  • Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
  • Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
  • Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required Skills/Certifications:
  • High school degree, GED, or equivalent
  • 2+ years of management, Retail Banking experience or equivalent Chase leadership experience
  • Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
  • Ability to travel as required for in-person training and meetings; travel may include out of state
  • Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
  • Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improve results
  • Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
  • Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
  • Ability to work branch hours including weekends and evenings
  • Strong desire and ability to influence, educate, and connect team, partners and customers to technology
  • Ability to adapt quickly to a changing environment and be a strong decision maker


Job Number: JPMC Atlanta PR

Community / Marketing Title: Relationship Banker

Location_formattedLocationLong: Atlanta, GA, Georgia US

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