Client-First Banking Relationship Leader

JPMorgan Chase & Co.; Orlando (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Orlando, FL is seeking a Relationship Banker to represent the bank's brand through hospitality and expert financial guidance.

You will acquire, manage, and retain client relationships, offering thoughtful solutions and using Chase's digital tools to enhance the customer experience. The role requires compliance with banking regulations and strong communication skills to tailor services to each client.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for our clients and tailor financial solutions.
• Excellent communication skills, both in person and over the phone.
• Commitment to risk and regulatory compliance; complete required training.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships and tailor recommendations.
• Educate and connect clients to technology solutions such as Chase Mobile App, Chase.com, and ATMs to meet banking needs.
• Learn products, services, and procedures quickly to effectively consult with clients and connect them to our team of experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Relationship building

Excellent communication

Regulatory compliance

Customer service

Education

SIE exam, FINRA Series 6, Life licenses

Job description

JPMorgan Chase & Co. in Orlando, FL is seeking a Relationship Banker to represent the bank's brand through hospitality and expert financial guidance.

You will acquire, manage, and retain client relationships, offering thoughtful solutions and using Chase's digital tools to enhance the customer experience. The role requires compliance with banking regulations and strong communication skills to tailor services to each client.