Relationship Banker - Client Care & Solutions

Testing Site - JPMC; Lenexa (KS); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Relationship Banker to represent our brand with hospitality, leveraging Chase solutions to acquire, manage, and retain client relationships. The role focuses on understanding client financial needs and offering thoughtful banking solutions.

Candidates should have sales experience in banking, strong communication, and the ability to work flexible hours, including weekends. Licensing requirements must be completed within 180 days of hire.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Ability to deliver friendly, confident customer experiences.
• Strong communication and listening skills.
• Must meet regulatory and licensing requirements; SIE, FINRA 6, state registrations; licenses must be obtained within 180 days.
• Must be able to work branch hours, including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them in person and by phone to build relationships and tailor recommendations.
• Engage in clear, polite, consultative communication to understand and help clients.
• Educate and connect clients to technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Relationship building

Financial product knowledge

Tech literacy

Education

High school diploma

FINRA SIE exam required

Life licenses preferred

Job description

JPMorgan Chase in the United States is seeking a Relationship Banker to represent our brand with hospitality, leveraging Chase solutions to acquire, manage, and retain client relationships. The role focuses on understanding client financial needs and offering thoughtful banking solutions.

Candidates should have sales experience in banking, strong communication, and the ability to work flexible hours, including weekends. Licensing requirements must be completed within 180 days of hire.