Client Relationship Banker: Build Financial Partnerships

JP Morgan Chase

Florida

On-site

USD 42,000 - 62,000

Full time

2 days ago
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Job summary

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and expertise. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and support clients’ financial needs.

This role emphasizes compliance, technology adoption, and teamwork across branches. The position requires a strong focus on customer service, sales experience in retail banking, licensing readiness, and flexible hours

Qualifications

  • 1+ year of sales experience in Retail Banking or related industries with proven success.
  • Ability to create memorable client experiences and elevate service quality.
  • Excellent communication skills in person and over the phone, tailoring product benefits to client needs.
  • Ability to resolve client issues with attention to detail and deliver consistent service.
  • Operate within risk parameters and complete required training and compliance.
  • High school degree or GED; licenses and registrations as required by role.

Responsibilities

  • Put clients first and deliver attentive, friendly service in a branch setting.
  • Manage assigned clients, meet with them in person or by phone to deepen relationships and tailor recommendations.
  • Communicate clearly to understand client needs and build trust, asking questions and listening.
  • Educate clients about technology solutions like the Chase Mobile App, Chase.com, and ATMs.
  • Learn products and procedures quickly to consult with clients and connect them to specialists.
  • Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience in Retail Banking
Excellent communication skills
Relationship building
Problem solving
Regulatory compliance awareness
Availability on weekends/evenings

Education

High school degree or GED
SIE exam, FINRA Series 6, state registration, Life licenses (as applicable)

Job description

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and expertise. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and support clients’ financial needs.

This role emphasizes compliance, technology adoption, and teamwork across branches. The position requires a strong focus on customer service, sales experience in retail banking, licensing readiness, and flexible hours

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