Client Relationship Specialist

JPMorgan Chase & Co.; Indianapolis (IN); On-site; USD 42,000 - 60,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent the brand in a branch setting, delivering hospitality and financial guidance to clients. You will lead in acquiring, managing, and retaining relationships while leveraging Chase Mobile App and online platforms to address financial needs.

The role emphasizes compliance with banking regulations, licensing progression (SIE, FINRA Series 6, 63), and weekend/evening hours. Strong communication and service orientation are essential.

Qualifications

• 1+ year of sales experience in retail banking or related industries.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail and compliance.

Responsibilities

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

Skills

Sales experience

Communication skills

Risk awareness

Customer service

Education

High school diploma or GED

College degree preferred

Job description

Chase is seeking a Relationship Banker to represent the brand in a branch setting, delivering hospitality and financial guidance to clients. You will lead in acquiring, managing, and retaining relationships while leveraging Chase Mobile App and online platforms to address financial needs.

The role emphasizes compliance with banking regulations, licensing progression (SIE, FINRA Series 6, 63), and weekend/evening hours. Strong communication and service orientation are essential.