Relationship Banker: Elevate Client Banking & Solutions

JPMorganChase; Dallas (TX); On-site; USD 42,000 - 58,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker to join our Chase Branch in Dallas. You will represent our brand with hospitality, acquire, manage, and retain client relationships, and provide tailored financial solutions using digital tools.

The role emphasizes sales, client service excellence, and navigating regulatory requirements while delivering a seamless banking experience across channels.

Qualifications

• Minimum 1+ year of sales experience in Retail Banking or related industries.
• Strong ability to create memorable client experiences.
• Excellent communication skills for in-person and phone interactions.
• Proven problem-solving and attention to detail in customer service.
• Commitment to regulatory compliance and risk policies.
• High school diploma, GED, or foreign equivalent.
• Requires SIE exam, FINRA Series 6, state licenses (63 if needed) or licensing within 180 days.
• Availability to work branch hours including weekends and some evenings.

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

Client relationships

Communication skills

Regulatory compliance

Problem solving

Time flexibility

Licensing requirements

Education

High school diploma or equivalent

NMLS licensing knowledge

Job description

JPMorganChase is seeking a Relationship Banker to join our Chase Branch in Dallas. You will represent our brand with hospitality, acquire, manage, and retain client relationships, and provide tailored financial solutions using digital tools.

The role emphasizes sales, client service excellence, and navigating regulatory requirements while delivering a seamless banking experience across channels.