Relationship Banker: Elevate Client Experience

Next Frontier Capital

Sedona (AZ)

On-site

USD 45,000 - 65,000

Full time

3 days ago
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Job summary

JPMorgan Chase is seeking a Relationship Banker at a Chase Branch to deliver hospitality and tailored banking solutions to clients. You will engage clients, understand financial needs, and connect them with specialists to address complex goals.

The role requires sales experience in retail banking, strong communication, and compliance with regulatory requirements, with weekend/evenings as needed. A client-first service mindset is essential.

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
  • Ability to create memorable client experiences and elevate service.
  • Excellent communication skills in person and by phone, tailoring explanations to client needs.
  • Ability to resolve client issues with attention to detail and consistency.
  • Operate within risk parameters and complete required training.
  • Must have HS diploma or equivalent; licensing required (SIE, Series 6, state registration, Life).

Responsibilities

  • Put clients first and deliver attentive, friendly service in a welcoming environment.
  • Manage assigned clients and meet with them to build lasting relationships and tailor financial recommendations.
  • Communicate clearly to understand and anticipate client needs and preferences.
  • Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) and connect them to experts as needed.
  • Learn products, services, and procedures quickly to effectively consult on banking solutions.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Client communication
Attention to detail
Licensing knowledge
Work hours flexibility

Education

High school diploma or GED
College degree or military equivalent

Job description

JPMorgan Chase is seeking a Relationship Banker at a Chase Branch to deliver hospitality and tailored banking solutions to clients. You will engage clients, understand financial needs, and connect them with specialists to address complex goals.

The role requires sales experience in retail banking, strong communication, and compliance with regulatory requirements, with weekend/evenings as needed. A client-first service mindset is essential.

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