Relationship Banker — Build Lasting Client Relationships

JPMorgan Chase; Frederick (CO); On-site; USD 28,000 - 38,000; Full time

Job summary

JPMorgan Chase in Frederick, CO is seeking a Relationship Banker to build and manage client relationships in a bustling branch. You will acquire, retain, and advise clients on banking solutions while using Chase Mobile and online tools to deliver a seamless experience.

The role emphasizes client-first service, proactive outreach, and adherence to regulatory requirements, with opportunities to grow within Consumer & Community Banking in a vibrant Colorado community.

Qualifications

• 1 year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses within 180 days of hire.

Responsibilities

• Put clients first and exceed their expectations – deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust — ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication skills

Relationship building

Regulatory/compliance awareness

Education

High school diploma or GED

Job description

JPMorgan Chase in Frederick, CO is seeking a Relationship Banker to build and manage client relationships in a bustling branch. You will acquire, retain, and advise clients on banking solutions while using Chase Mobile and online tools to deliver a seamless experience.

The role emphasizes client-first service, proactive outreach, and adherence to regulatory requirements, with opportunities to grow within Consumer & Community Banking in a vibrant Colorado community.