Client-First Banking Relationship Specialist

Testing Site - JPMC; New Braunfels (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Chase seeks a Relationship Banker in a Texas branch to deliver welcoming, high-quality service using Chase tools and technology. You will build and maintain client relationships, tailor financial solutions, and ensure compliance with banking policies.

The role emphasizes strong communication, issue resolution, and teamwork, with weekend/evening hours. You will work to help clients meet their financial goals while Upholding Chase standards.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.

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, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Problem solving

Attention to detail

Time management

Education

High school diploma

Bachelor's degree preferred

Job description

Chase seeks a Relationship Banker in a Texas branch to deliver welcoming, high-quality service using Chase tools and technology. You will build and maintain client relationships, tailor financial solutions, and ensure compliance with banking policies.

The role emphasizes strong communication, issue resolution, and teamwork, with weekend/evening hours. You will work to help clients meet their financial goals while Upholding Chase standards.