Client-First Relationship Banker

Aumni; Florida; On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

comprehensive health care coverage

on-site health and wellness centers

retirement savings plan

backup childcare

tuition reimbursement

mental health support

financial coaching and more

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent our brand with hospitality and a client-first mindset in a Chase branch. You will acquire, manage, and retain relationships using financial knowledge to provide thoughtful solutions and drive branch success.

You will educate clients on technology, collaborate with specialists, and ensure compliance with banking regulations. Weekend and some evenings are required as branch hours.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• SIE exam, FINRA Series 6, and state registrations; licenses as applicable.
• Willingness to obtain required licenses within 180 days of hire.

Responsibilities

• Put clients first with attentive, friendly service in a branch setting.
• Manage assigned clients, meet with them regularly to understand financial needs.
• Communicate clearly to tailor product and service recommendations.
• Educate clients on technology like mobile app, Chase.com, ATMs.
• Learn products and procedures to consult on banking solutions with the team.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Customer service

Problem solving

Regulatory compliance

Team collaboration

Education

High school degree

College degree

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent our brand with hospitality and a client-first mindset in a Chase branch. You will acquire, manage, and retain relationships using financial knowledge to provide thoughtful solutions and drive branch success.

You will educate clients on technology, collaborate with specialists, and ensure compliance with banking regulations. Weekend and some evenings are required as branch hours.