Relationship Banker - Deliver Stellar Client Experiences

Next Frontier Capital

Carrollton (TX)

On-site

USD 42,000 - 64,000

Full time

5 days ago
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Benefits offered by this job

Comprehensive health coverage
On-site health centers
Retirement savings plan
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to deliver exceptional client service in a Chase branch. You will acquire, manage, and retain client relationships, offering tailored financial solutions and leveraging digital tools.

Role requires strong communication, 1+ year sales in financial services, and compliance with regulatory requirements. Weekend/evening hours may be required, with a competitive rewards package and career growth opportunities.

Qualifications

  • Minimum 1+ year in sales within Retail Banking or Financial Services.
  • Ability to create memorable client experiences.
  • Strong communication skills for in-person and phone interactions.
  • Ability to resolve client issues with attention to detail.
  • Must meet risk/compliance requirements including training.
  • SIE, FINRA Series 6, and state registrations; Life licenses required.
  • Willing to work branch hours including weekends/evenings.

Responsibilities

  • Put clients first and exceed expectations with friendly service.
  • Manage assigned clients and proactively meet with them to deepen relationships.
  • Explain products and services to clients and tailor recommendations.
  • Promote technology solutions like Chase Mobile App and Chase.com.
  • Learn products quickly and connect clients to specialists.
  • Comply with all policies, procedures, and regulatory requirements.

Skills

Sales experience
Client communication
Issue resolution
Regulatory compliance
High school diploma
SIE exam
FINRA Series 6
State registrations
Life licenses
Weekend availability

Education

High school diploma

Tools

None

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to deliver exceptional client service in a Chase branch. You will acquire, manage, and retain client relationships, offering tailored financial solutions and leveraging digital tools.

Role requires strong communication, 1+ year sales in financial services, and compliance with regulatory requirements. Weekend/evening hours may be required, with a competitive rewards package and career growth opportunities.

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