Relationship Banker - Chicago NW Suburbs - Cary, IL

Location: Cary, IL, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our Cary, IL branch in the Chicago NW suburbs. As a Relationship Banker, you will be at the forefront of delivering the renowned Chase hospitality, fostering long-term client relationships, and helping individuals and businesses achieve their financial goals. In this role, you will embody our core values of integrity, innovation, and client focus, providing personalized advice on a wide range of banking products including checking and savings accounts, mortgages, credit cards, and investment services. Your ability to listen actively and offer tailored solutions will drive client satisfaction and loyalty in a dynamic retail banking environment. Key to success in this position is your expertise in identifying client needs and recommending appropriate JP Morgan Chase solutions, such as our award-winning digital banking platforms or wealth management referrals. You will handle day-to-day transactions with precision, ensure compliance with all regulatory standards, and collaborate with branch colleagues to meet sales targets while maintaining the highest levels of service. Operating in the vibrant Chicago NW suburbs community, you will also engage in local events to strengthen our brand presence and support financial education initiatives. We value professionals who thrive in a collaborative, inclusive culture and are passionate about the financial services industry. This role offers opportunities for growth within one of the world's leading financial institutions, with access to robust training programs and career development paths. If you are committed to exceptional client care and ready to contribute to JP Morgan Chase's legacy of excellence, we invite you to apply and help shape the financial futures of our clients in Cary, IL.

Key Responsibilities

• Engage with clients in the Cary, IL branch to understand their financial needs and provide tailored banking solutions
• Open and maintain personal and business accounts, including checking, savings, CDs, and credit products
• Promote JP Morgan Chase's wealth management and investment services to eligible clients
• Deliver exceptional hospitality by resolving inquiries, processing transactions, and ensuring a seamless client experience
• Identify opportunities for cross-selling Chase products while adhering to regulatory guidelines
• Maintain accurate client records in CRM systems and ensure data privacy compliance
• Collaborate with branch team members to achieve sales goals and enhance client satisfaction metrics
• Educate clients on digital banking options, fraud prevention, and financial wellness programs
• Monitor client portfolios for service opportunities and refer to specialists as needed
• Participate in community outreach events in the Chicago NW suburbs to build brand loyalty

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or sales within the financial services industry
• Strong knowledge of banking products and services, including checking, savings, loans, and investment options
• Ability to obtain and maintain necessary licenses such as Series 6 and 63, or willingness to pursue them
• Proficiency in using banking software and CRM systems for client management
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Previous experience at a major financial institution like JP Morgan Chase
• Bilingual proficiency in English and Spanish to serve the diverse Chicago NW suburbs community
• Proven track record in achieving sales targets for financial products
• Experience with digital banking tools and mobile app integrations
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Knowledge of banking regulations
• Financial product expertise
• CRM software proficiency
• Active listening and empathy
• Problem-solving abilities
• Time management and organization
• Digital literacy in banking apps
• Team collaboration
• Ethical decision-making
• Multitasking in a fast-paced environment
• Presentation and negotiation skills
• Data analysis for client insights
• Adaptability to client needs

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options where applicable
• Access to JP Morgan Chase's global learning resources and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.