Relationship Banker (New Build) - Whitestown - Whitestown, IN. jobs in United States
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JPMorganChase · 16 hours ago

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

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. As a Private Client Banker, you will manage banking relationships, provide excellent service, and actively acquire new clients while promoting Chase's products and services.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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 complianceCommunicationAttention to detailHigh school degreeSecurities licensesCollege degreeMilitary equivalent

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

Preferred

College degree or military equivalent
Experience in cultivating relationships with affluent clients

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

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase