Play a vital role in the customer banking experience at Chase! As part of JPMorgan Chase, a leading global financial services firm, Chase has over 5,200 locations where our bankers build relationships with customers by providing them with products and services to meet their ever-changing needs.
The Personal Banker is a branch based sales position whose primary goal is to acquire, retain and deepen customer relationships. You will take a lead role in creating an outstanding customer experience and helping the Branch meet sales objectives contributing to the success of the firm. As a Personal Banker, you will proactively meet with customers - face to face and over the phone - to discover their financial needs and provide product and service recommendations. You will also partner with specialists (such as Loan Officers, Business Bankers, and Financial Advisors), to ensure our customers get access to experts who can help them with specialized financial needs.
If you are interested in building a career at Chase, there are plenty of career development opportunities available. After a period of time in the Personal Banker role, you may have the opportunity to obtain your FINRA Series 6, 63, and Life Insurance licenses. Plus, many successful Personal Bankers develop skills to move into roles such as Branch Managers, Assistant Branch Manager Sales, Business Bankers, Loan Officers and Financial Advisors - or other career paths.
This position will require / requires National Mortgage Licensing System and Registry (NMLS) registration under the terms of the Safe Act of 2008. As such, upon active employment with JP Morgan Chase, you will be required to either register via the NMLS registry or re-register and move your previous registration to JP Morgan Chase's registration rolls. Your continued employment in this position with JP Morgan Chase is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm.
Further information about the registry and the requirements of registration can be found at:
You will be provided with detailed instructions on how to fulfill these compliance requirements upon joining the firm.
College degree preferred or High school degree/GED or foreign equivalent
Minimum one year retail sales experience - in person or over the phone required, or if college degree, then demonstrated leadership or goal achievement in related school activities or internships
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings
JPMorgan Chase offers a highly competitive benefits program and compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V
Retail Financial Services
JPMorgan Chase - 2 years ago
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