Relationship Banker: Client Care & Solutions

Next Frontier Capital; United States; On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker to deliver hospitality and expert financial guidance in a Chase branch. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and help meet their goals.

Responsibilities include proactive client meetings, explaining products, and ensuring compliance with banking regulations while leveraging Chase technology for clients. A strong emphasis on service and trust is part of the role.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail and compliance.
• Work hours including weekends and some evenings, with training requirements.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, polite communication to understand and help clients, building trust.
• Educate clients on technology solutions like mobile apps and online banking.
• Learn products, services, and procedures to advise clients and connect them with specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Customer service

Regulatory compliance

Client relationship building

Education

High school diploma (or GED)

College degree or military equivalent

SIE, FINRA Series 6, Life licenses required

Job description

JPMorganChase is seeking a Relationship Banker to deliver hospitality and expert financial guidance in a Chase branch. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and help meet their goals.

Responsibilities include proactive client meetings, explaining products, and ensuring compliance with banking regulations while leveraging Chase technology for clients. A strong emphasis on service and trust is part of the role.