Relationship Banker - Austin Northwest Market - Austin, TX

JPMorganChase; Cedar Park (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Relationship Banker in Cedar Park, TX. The role involves delivering exceptional customer service, managing client relationships, and providing tailored financial solutions. Candidates must have a high school diploma and relevant experience in retail banking or financial services. The position requires excellent communication skills and the ability to work flexible hours, including weekends.

Benefits

Competitive rewards and benefits

Inclusive environment committed to diversity

Qualifications

• 1+ year of experience in Retail banking or Financial services sales.
• Securities Industry Essential (SIE) exam and FINRA licenses required within 180 days.

Responsibilities

• Delivers exceptional customer experience with a customer-first attitude.
• Manages assigned customers and builds lasting relationships.
• Connects customers to technology and specialized financial experts.

Skills

Communication

Customer Service

Relationship Building

Education

High school degree or GED

Job description

Relationship Banker - Austin Northwest Market - Austin, TX

1 week ago Be among the first 25 applicants

Job Description

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

Job Responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required Qualifications, Capabilities, And Skills

• 1+ year of experience in Retail banking sales, Financial services sales, or related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred Qualifications, Capabilities, And Skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence when sharing product knowledge and solutions with clients
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on review of criminal conviction history, credit report, NMLS information, and other relevant data to demonstrate financial responsibility, good character, and fitness. Any felony within the last seven years will disqualify you. Continued employment depends on compliance with these regulations and successful registration with NMLS as required. Further details are available at: NMLS website.

About Us

Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put our customers at the center of everything we do. We offer competitive rewards, benefits, and an inclusive environment committed to diversity. We do not discriminate based on protected attributes and provide reasonable accommodations for religious, mental health, or physical needs.

About The Team

Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, and small business loans. We lead in credit card sales, deposit growth, and digital solutions, ranking first in customer satisfaction.