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Chase · 3 days ago

Relationship Banker (New Build) - Whitestown - Whitestown, IN.

6725 Whitestown Pkwy, Zionsville, IN, 46077, US

Full-time

Onsite

Entry Level

1+ years exp

Chase 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. As a Relationship Banker, you will deliver exceptional banking solutions and services to affluent clients, managing their complete banking relationship and generating growth in their balances. Your role will involve actively soliciting referrals and providing attentive, personalized service to enhance client experiences.

BankingFinancial Services

Responsibilities

Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients

Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs

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

Adheres to policies, procedures, and regulatory banking requirements

Qualification

Relationship managementFinancial services salesClient acquisitionRisk complianceSecurities licensesCommunication skillsAttention to detailCustomer serviceProblem solvingTeam collaboration

Required

Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships

1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation

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 resolve client issues quickly and effectively 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 though JPMC's licensing program within 180 days of hire, study materials and support provided

Ability to work branch hours including weekends and some evenings