Relationship Banker

2 days ago

Santa Monica, California, United States JPMorganChase Full time
Job Summary

We are seeking a highly motivated and customer-focused Relationship Banker to join our team at JPMorganChase. As a key member of our branch banking team, you will be responsible for delivering exceptional customer experiences, building lasting relationships, and providing thoughtful solutions to meet our customers' financial needs.

Key Responsibilities
  • Deliver an outstanding customer experience by acting with a customer-first attitude and making personal connections with customers.
  • Manage assigned customers and proactively meet with them to build lasting relationships, discover financial needs, and tailor product and service recommendations.
  • Influence, educate, and connect customers to technology and provide financial options using a consultative approach.
  • Work in partnership with Specialists 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, 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.
  • 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.
About Us

JPMorganChase 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

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.

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