Relationship Banker - Glenview Area - Glenview, IL

Location: Glenview, IL, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker in the Glenview Area at JP Morgan Chase, you will play a pivotal role in delivering exceptional client experiences that reflect our unwavering commitment to hospitality and personalized financial care. Based in Glenview, IL, this position involves engaging with a diverse community of clients to understand their unique financial goals, whether it's starting a savings plan, securing a mortgage, or exploring investment opportunities through Chase's robust portfolio of services. You will embody the Chase brand by fostering trust and loyalty, turning everyday banking interactions into meaningful relationships that drive long-term success for both clients and the firm. Your day-to-day responsibilities will include conducting in-depth financial consultations, processing transactions with precision, and proactively identifying opportunities to enhance clients' financial well-being. Leveraging JP Morgan Chase's industry-leading tools and resources, you will recommend tailored solutions such as our award-winning mobile app, wealth management advisory, or small business lending options. Collaboration with branch colleagues and participation in local Glenview events will be key to building community ties and achieving sales targets, all while ensuring compliance with federal and state banking regulations. This role offers a dynamic environment within one of the world's largest financial institutions, where your contributions directly impact client satisfaction and business growth. With opportunities for professional development through Chase's renowned training programs, you will grow your expertise in the evolving financial services landscape. Join us to make a difference in the lives of Glenview residents while advancing your career in a supportive, innovative culture.

Key Responsibilities

• Build and maintain long-term relationships with clients in the Glenview area by understanding their financial needs and recommending personalized JP Morgan Chase products and services
• Deliver exceptional client experiences through proactive outreach, in-branch consultations, and digital support, embodying Chase's hospitality commitment
• Process transactions such as deposits, withdrawals, and loan applications accurately and efficiently while adhering to compliance standards
• Identify opportunities to deepen client relationships by cross-selling products like mortgages, investments, and wealth management services
• Conduct financial needs assessments and provide tailored advice on budgeting, saving, and investment strategies
• Collaborate with branch teams to achieve sales goals and contribute to community events in Glenview to enhance brand presence
• Monitor client portfolios and follow up on service opportunities to ensure satisfaction and retention
• Maintain up-to-date knowledge of JP Morgan Chase policies, market trends, and regulatory changes in the financial services sector
• Assist in branch operations, including opening new accounts and resolving client inquiries promptly

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
• Valid driver's license and ability to travel within the Glenview area
• Strong understanding of banking products including checking/savings accounts, loans, credit cards, and investment options
• Ability to work flexible hours, including evenings and weekends, to meet client needs
• Compliance with all regulatory requirements, including FINRA and state banking licenses where applicable

Preferred Qualifications

• Previous experience at a major financial institution like JP Morgan Chase
• Bilingual proficiency in English and Spanish to serve diverse Glenview clientele
• Sales experience exceeding performance targets in a competitive banking environment
• Knowledge of digital banking tools and mobile app integrations

Required Skills

• Customer relationship management
• Sales and negotiation techniques
• Knowledge of banking regulations and compliance
• Financial product expertise (loans, deposits, investments)
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital literacy (online banking platforms, CRM software)
• Time management and multitasking
• Communication (verbal and written)
• Analytical thinking for financial assessments
• Team collaboration
• Adaptability to client needs
• Attention to detail in transactions
• Persuasive presentation skills
• Cultural sensitivity for diverse communities

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications in finance
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Glenview location
• Access to JP Morgan Chase's global learning resources and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.