Relationship Banker - Glendale Brand Blvd - Glendale, CA jobs in United States
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Chase · 1 day ago

Relationship Banker - Glendale Brand Blvd - Glendale, CA

Chase is a leading financial services firm dedicated to helping clients achieve their financial goals. The Relationship Banker will represent the brand by providing exceptional service, managing client relationships, and utilizing technology solutions to meet clients' banking needs.

BankingFinancial Services

Responsibilities

Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs
Adhere to policies, procedures, and regulatory banking requirements

Qualification

Sales experienceFinancial knowledgeClient relationship managementProblem resolutionRisk complianceSecurities licensesCommunication skillsCustomer serviceAttention to detailTeam collaboration

Required

1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results
Ability to create memorable experiences for our clients – elevate the client experience
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs
Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training
High school degree, GED, or foreign equivalent
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided
Ability to work branch hours including weekends and some evenings

Preferred

College degree or military equivalent
Experience adhering to banking policies, procedures, and regulatory requirements

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase