Client Relationship Specialist

JP Morgan Chase; Arlington (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent the brand, deliver hospitality, and offer banking solutions. You will acquire, manage, and retain client relationships using financial knowledge to provide thoughtful solutions and help clients achieve their financial goals.

You will guide clients through technology tools and collaborate with experts for specialized needs, while adhering to regulatory requirements and branch policies.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Excellent communication skills, in person and by phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and comply with regulations.
• SIE, FINRA Series 6, state registrations, and Life licenses required within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships and tailor recommendations.
• Communicate clearly to understand and anticipate client needs.
• Educate clients on Chase technology like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect clients to specialists.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Problem solving

Regulatory compliance

Licensing (SIE/6/Life)

Weekend hours

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent the brand, deliver hospitality, and offer banking solutions. You will acquire, manage, and retain client relationships using financial knowledge to provide thoughtful solutions and help clients achieve their financial goals.

You will guide clients through technology tools and collaborate with experts for specialized needs, while adhering to regulatory requirements and branch policies.