Client Relationship Banking Specialist

Testing Site - JPMC

Beaumont (TX)

On-site

USD 42,000 - 66,000

Full time

14 days+

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Job summary

JPMorganChase in Beaumont, TX is seeking a Relationship Banker to represent the brand and cultivate lasting client relationships in a Branch setting. You will acquire, manage, and retain clients, using financial knowledge to tailor solutions that address their needs and simplify their lives.

The role requires excellent communication, problem-solving skills, and adherence to banking policies. You will engage clients in person and by phone while promoting Chase digital tools and collaborating with

Qualifications

  • 1+ year of sales experience in retail banking or financial services.
  • Ability to create memorable client experiences and tailor product recommendations.
  • SIE, FINRA Series 6, state licenses, and Life licenses are minimum requirements; unlicensed must obtain within 180 days.
  • High school diploma or foreign equivalent; college degree preferred.
  • Ability to work branch hours including weekends and some evenings.

Responsibilities

  • Put clients first and exceed expectations with friendly service.
  • Manage assigned clients and meet with them in person or by phone to build relationships.
  • Communicate clearly to understand client needs and recommend suitable solutions.
  • Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
  • Learn products and procedures quickly to consult on banking solutions with experts.

Skills

Sales experience
Customer service
Communication skills
Regulatory compliance
Risk awareness
Weekend/evening availability

Education

High school diploma/GED
Bachelor's degree (preferred)

Job description

JPMorganChase in Beaumont, TX is seeking a Relationship Banker to represent the brand and cultivate lasting client relationships in a Branch setting. You will acquire, manage, and retain clients, using financial knowledge to tailor solutions that address their needs and simplify their lives.

The role requires excellent communication, problem-solving skills, and adherence to banking policies. You will engage clients in person and by phone while promoting Chase digital tools and collaborating with

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