Relationship Banker II: Elevate Client Experiences

JPMorgan Chase & Co.; Friendswood (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Friendswood, TX is seeking a Relationship Banker who represents Chase with hospitality, helps clients meet financial goals, and builds lasting relationships through trust and attentive service.

You will meet with clients in-branch and by phone, tailor product recommendations, educate on Chase Mobile App and digital tools, and ensure compliance with banking policies. Availability for weekends/evenings and licensing requirements (SIE, FINRA 6, state registrations) are

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters and meet compliance obligations, including training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses; must obtain via JPMorganChase 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

Customer service

Communication skills

Client relationship management

Regulatory compliance awareness

Problem solving

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. in Friendswood, TX is seeking a Relationship Banker who represents Chase with hospitality, helps clients meet financial goals, and builds lasting relationships through trust and attentive service.

You will meet with clients in-branch and by phone, tailor product recommendations, educate on Chase Mobile App and digital tools, and ensure compliance with banking policies. Availability for weekends/evenings and licensing requirements (SIE, FINRA 6, state registrations) are