Client-First Relationship Banker

JPMorgan Chase

San Antonio (TX)

On-site

USD 42,000 - 64,000

Full time

14 days+
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Benefits offered by this job

Health care coverage
Retirement savings plan
Tuition reimbursement
Mental health support
Total rewards package

Job summary

JPMorgan Chase is seeking a Relationship Banker to join a Chase Branch, providing warm, high-touch service and expert financial guidance. You will build lasting client relationships, assess their banking needs, and offer tailored solutions using Chase’s digital tools.

The role emphasizes compliance, teamwork, and delivering memorable experiences in a fast-paced branch environment. You will guide clients through products, collaborate with specialists, and ensure service excellence across

Qualifications

  • 1+ year of sales experience in Retail Banking with proven success in acquiring new clients and deepening relationships.
  • Ability to create memorable client experiences and tailor product recommendations.
  • Excellent communication skills for in-person and phone interactions.
  • Ability to resolve client issues with attention to detail and adherence to risk and compliance.
  • Must meet branch-hour requirements, including weekends and some evenings.
  • High school diploma or GED; licensing requirements to be obtained within 180 days.

Responsibilities

  • Put clients first and deliver attentive, friendly service to create a welcoming environment.
  • Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
  • Engage in clear, consultative communication to understand client needs and build trust.
  • Educate clients about technology solutions like Chase Mobile App, Chase.com, and ATMs.
  • Learn products and procedures to consult with clients and connect them to experts.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Customer service
Excellent communication
Regulatory compliance awareness
Relationship building

Education

High school diploma or GED
Financial licenses (SIE, Series 6, state registrations, Life)

Tools

NMLS knowledge

Job description

JPMorgan Chase is seeking a Relationship Banker to join a Chase Branch, providing warm, high-touch service and expert financial guidance. You will build lasting client relationships, assess their banking needs, and offer tailored solutions using Chase’s digital tools.

The role emphasizes compliance, teamwork, and delivering memorable experiences in a fast-paced branch environment. You will guide clients through products, collaborate with specialists, and ensure service excellence across

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