Relationship Banker: Build Trusted Financial Partnerships

JP Morgan Chase; Katy (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent the brand with hospitality and leverage banking solutions to address client financial needs. You will lead in acquiring, managing, and retaining clients while collaborating with experts for specialized needs.

You will adhere to regulatory requirements and complete required training, including licensing where applicable, to ensure compliant service delivery across channels.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Excellent communication skills, in person and on the phone.
• Ability to tailor product features and benefits to clients with different needs.
• Ability to resolve client issues with attention to detail and accuracy.

Responsibilities

• Put clients first and exceed their expectations by delivering attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships, in person or by phone.
• Engage in clear, consultative communication to understand client needs and provide solutions.
• Educate clients to use technology solutions like mobile app, online banking, and ATMs.
• Learn products, services and procedures to effectively advise clients and connect them to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Consultative selling

Risk/compliance awareness

Education

High school diploma or GED

SIE exam and FINRA licenses

Job description

Chase is seeking a Relationship Banker to represent the brand with hospitality and leverage banking solutions to address client financial needs. You will lead in acquiring, managing, and retaining clients while collaborating with experts for specialized needs.

You will adhere to regulatory requirements and complete required training, including licensing where applicable, to ensure compliant service delivery across channels.