Relationship Banker: Elevate Client Experiences & Solutions

JPMorganChase

Midland (TX)

On-site

USD 42,000 - 64,000

Full time

43 hours ago
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Job summary

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in a branch setting, delivering friendly, attentive service and leveraging digital banking tools to meet clients' financial needs. You will acquire, manage, and retain relationships, educating clients on solutions and guiding them to our team of specialists for complex needs.

The role requires at least 1 year in retail banking sales, strong communication, and compliance with banking regulations.

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
  • Operate within established risk parameters and meet internal/external risk and compliance obligations, including completion of required training.
  • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire.
  • Ability 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
Excellent communication

Education

High school diploma or equivalent

Job description

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in a branch setting, delivering friendly, attentive service and leveraging digital banking tools to meet clients' financial needs. You will acquire, manage, and retain relationships, educating clients on solutions and guiding them to our team of specialists for complex needs.

The role requires at least 1 year in retail banking sales, strong communication, and compliance with banking regulations.

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