Relationship Banker: Trusted Financial Advisor

Testing Site - JPMC; Lake Lotawana (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorgan Chase is seeking a Relationship Banker to represent our brand with hospitality in a Chase Branch. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging digital tools to enhance service.

Responsibilities include proactive client engagement, tailored product recommendations, and collaboration with a team of specialists to address complex needs.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Work within risk parameters and complete required training.
• High school degree or GED or foreign equivalent.
• Licensing requirements including SIE, FINRA Series 6, state registration (63 if required) and Life licenses; unlicensed applicants must obtain licenses within 180 days.

Responsibilities

• Put clients first with attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust; listen to anticipate requirements.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions and connect to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Issue resolution

Regulatory compliance

Team collaboration

Weekend/evening availability

Education

High school diploma or GED

SIE exam & FINRA Series 6

Job description

JPMorgan Chase is seeking a Relationship Banker to represent our brand with hospitality in a Chase Branch. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging digital tools to enhance service.

Responsibilities include proactive client engagement, tailored product recommendations, and collaboration with a team of specialists to address complex needs.