Relationship Banker — Elevate Client Experiences

Aumni

Spring (TX)

On-site

USD 42,000 - 68,000

Full time

7 days ago
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Benefits offered by this job

Health benefits
On-site wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent our brand with hospitality and expert financial guidance in a Chase branch. You will acquire, manage, and retain client relationships, using your knowledge to offer solutions and contribute to branch success.

You will educate clients on digital tools and work with a team of experts to serve a broad range of financial needs, while adhering to regulatory requirements and providing exceptional service.

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services with proven client acquisition and relationship growth.
  • Excellent communication and active listening to tailor solutions for clients.
  • Ability to navigate regulatory requirements and complete required training.

Responsibilities

  • Put clients first and deliver attentive, welcoming service.
  • Manage and meet with clients to build lasting relationships and tailor recommendations.
  • Communicate clearly to understand client needs and explain banking solutions.
  • Promote technology usage (Chase Mobile App, Chase.com, ATMs) for client convenience.
  • Learn products and collaborate with specialists to address financial needs.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Customer service
Communication
Regulatory knowledge
Problem solving

Education

High school degree
SIE exam
FINRA Series 6
State registration 63
Life licenses

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent our brand with hospitality and expert financial guidance in a Chase branch. You will acquire, manage, and retain client relationships, using your knowledge to offer solutions and contribute to branch success.

You will educate clients on digital tools and work with a team of experts to serve a broad range of financial needs, while adhering to regulatory requirements and providing exceptional service.

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