Relationship Manager, Vice President
JPMorgan Chase Bank, N.A.
Location
Bellevue, WA | United States
Job description
As a Relationship Manager in the Firm's Consumer and Community Banking's division, you will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice. You will be part of a local team, backed by an institutional platform with extensive resources and intellectual capital to assist clients in achieving their financial goals. You will also collaborate with partners across various lines of business within JP Morgan Chase & Co., leveraging referral networks to connect clients across all sectors; and it offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job Responsibilities - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
- Look for ways to cultivate long-term primary banking relationships with current clients, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
- Network with real estate brokers and other centers of influence outside of the office environment to build relationships and strengthen JPMorgan Chase's reputation
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills - A minimum of five years of lending experience
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Strong self-motivation combined with the ability to work in a team environment
- NMLS registration; SAFE Act / TILA screening
- Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Preferred Qualifications, Capabilities, and Skills This role is located in Bellevue, WA or Portland, OR and will report in the office on a hybrid schedule.
This role is eligible to participate in an incentive compensation plan that is paid on a quarterly basis. More details about total compensation and benefits will be provided during the hiring process .
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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For 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. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary Seattle, WA $100,000.00 - $100,000.00 / year
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