Client Relationship Specialist

JPMorgan Chase & Co.; Arlington (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent Chase at a branch, delivering hospitality and trusted guidance.

You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions that address their needs and simplify life, contributing to branch success. Responsibilities include proactive client meetings, educating on Chase technology, and collaborating with specialists to meet complex financial needs, while complying with all banking

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable client experiences.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma or GED or foreign equivalent.
• SIE, FINRA Series 6, state registrations (63 if required), and Life licenses (within 180 days).
• Ability to work branch hours including weekends and some evenings.

Responsibilities

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

Skills

Sales experience

Client relationship building

Communication skills

Issue resolution

Risk and compliance awareness

Customer service orientation

Education

High school diploma or GED

State registrations / licenses (SIE, Series 6, 63, Life)

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent Chase at a branch, delivering hospitality and trusted guidance.

You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions that address their needs and simplify life, contributing to branch success. Responsibilities include proactive client meetings, educating on Chase technology, and collaborating with specialists to meet complex financial needs, while complying with all banking