Client-Centric Banking Advisor

JPMorgan Chase & Co.

Fort Worth (TX)

On-site

USD 45,000 - 70,000

Full time

4 days ago
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Job summary

JPMorgan Chase & Co. in Fort Worth invites you to join as a Relationship Banker in a Chase Branch, where hospitality and financial know-how shape every client interaction.

You will build lasting relationships, tailor banking solutions to individual needs, and guide clients through technology tools like Chase Mobile App and Chase.com, while ensuring compliance and risk controls. This role emphasizes service excellence, proactive client engagement, and collaboration with a team of experts to

Qualifications

  • 1+ year of sales experience in Retail Banking or financial services.
  • Ability to create memorable client experiences.
  • Excellent communication skills for in-person and phone conversations.
  • Strong ability to resolve client issues with attention to detail.
  • Adherence to risk parameters and regulatory obligations.
  • High school diploma or GED (foreign equivalent accepted).
  • Licensing requirements: SIE, FINRA Series 6, state registration and Life licenses.
  • Availability to work branch hours including weekends/evenings.

Responsibilities

  • Put clients first and deliver attentive, friendly service.
  • Manage assigned clients, meet with them, build relationships, tailor recommendations.
  • Engage in clear, consultative communication to understand needs.
  • Educate and connect clients to technology solutions like Chase Mobile App.
  • Learn products and procedures to consult with clients and connect to team of experts.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Excellent communication
Client service
Risk awareness
Regulatory compliance
Weekend/evening availability
Problem solving

Education

High School diploma / GED
College degree preferred

Job description

JPMorgan Chase & Co. in Fort Worth invites you to join as a Relationship Banker in a Chase Branch, where hospitality and financial know-how shape every client interaction.

You will build lasting relationships, tailor banking solutions to individual needs, and guide clients through technology tools like Chase Mobile App and Chase.com, while ensuring compliance and risk controls. This role emphasizes service excellence, proactive client engagement, and collaboration with a team of experts to

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