Relationship Banker: Elevate Client Experiences

Aumni; Richardson (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Richardson, Texas, is seeking a Relationship Banker to represent our brand with hospitality, build relationships, and recommend thoughtful financial solutions. You will acquire, manage, and retain clients, using your knowledge to help meet their financial needs.

The role requires sales experience in retail banking, the SIE exam, Series 6 and state licenses; flexibility for branch hours including weekends; strong communication and compliance.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail and risk/compliance obligations.
• The SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand clients and anticipate their needs.
• Educate clients about technology solutions like Chase Mobile App and Chase.com to help with banking needs.
• Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship management

Communication skills

Regulatory compliance

Problem solving

Education

High school degree

College degree (preferred)

Job description

JPMorgan Chase & Co. in Richardson, Texas, is seeking a Relationship Banker to represent our brand with hospitality, build relationships, and recommend thoughtful financial solutions. You will acquire, manage, and retain clients, using your knowledge to help meet their financial needs.

The role requires sales experience in retail banking, the SIE exam, Series 6 and state licenses; flexibility for branch hours including weekends; strong communication and compliance.