Client Relationship Banking Specialist

JPMorgan Chase; Bedford (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase in Texas is seeking a Relationship Banker to represent our brand with hospitality and technology-enabled solutions. You will acquire, manage, and retain meaningful client relationships, offering thoughtful financial solutions to address their needs and simplify their finances.

The role requires 1+ year of sales in banking, strong communication, and compliance with regulatory requirements. Branch hours include some weekends and evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable client experiences and tailor solutions.
• Excellent communication, in person and by phone, with diverse clients.
• Ability to resolve client issues with attention to detail and compliance.
• Willingness to work branch hours including weekends/evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming branch environment.
• Manage assigned clients, meet with them in person or by phone to build relationships.
• Understand financial needs and tailor product/service recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to experts for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Client relationship management

Regulatory compliance

Financial knowledge

Banking operations

Problem solving

Team collaboration

Flexibility for hours

Education

High school diploma or equivalent

SIE exam

FINRA Series 6

State life licenses

Job description

JPMorgan Chase in Texas is seeking a Relationship Banker to represent our brand with hospitality and technology-enabled solutions. You will acquire, manage, and retain meaningful client relationships, offering thoughtful financial solutions to address their needs and simplify their finances.

The role requires 1+ year of sales in banking, strong communication, and compliance with regulatory requirements. Branch hours include some weekends and evenings.