Chase Personal Banker Job Description

October 8, 20110 Comments

Chase personal banker job profile and description

The chase personal banker is the one who provides personal assistance and support to certain clients of the bank. For example JP Morgan bank certifies some specific bankers to act as a personal banker. This initiative has been taken because changing of bank employees acquisitions make it difficult for customer to interact with the bank personnel. Therefore a personal banker has the duty to take care of all banking needs of the few clients allotted to provide help them for all their banking needs.

Chase personal banker duties and responsibilities

A chase personal banker has the main duty to serve for the client therefore here are the specific duties and responsibilities which have to be fulfilled by a chase personal banker:

  • The primary duty is to keep in touch with the clients to ensure that all the banking needs are met
  • He or she has to ensure a long term association with the client so has to establish the harmonious relations with the clients.
  • He or she has to be always ready for helping the client when they come to the bank
  • It will be necessary to have all the required knowledge about various functions of the bank to help the clients.
  • As a personal banker he or she has the duty to assist clients on different banking aspects as per their requirements
  • It will be needed to help the clients in deciding to invest their money in deposits, withdrawal.
  • He or she has to update and upgrade the clients about new policies of the bank and help them avail better facilities
  • He or she has the responsibility to help customer in paper work and processing banking formalities when they need a loan and make the work easier

Chase personal banker skills and specifications

The skills and specifications needed for the job of a Chase personal banker are as follows:

  • The candidate needs to have excellent communication skills both verbally and written to be a good communicator.
  • He or she should necessarily have all the knowledge about the functions of the bank to provide better customer service
  • He or she should have exceptional interpersonal skills to make a good impression on client’s mind.
  • The most important quality needed in a candidate is the politeness, courtesy and excellent customer service skills

Chase personal banker education and qualification

The education and qualifications of a Chase personal banker are:

  • The basic and the only degree required for the job is a bachelor’s degree in banking and finance

Chase personal bankers salary

The salary of a Chase personal banker actually depends upon the ability and the skills he or she has.

  • The salary generally ranges between $30,000 and $70,000 per annum.

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