Relationship Banker — Trusted Financial Solutions Partner

JPMorgan Chase & Co.; Sunset Corners (FL); On-site; USD 50,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. invites you to join our Chase Branch as a Relationship Banker, delivering welcoming service and leveraging the latest banking solutions to help clients manage their finances.

In this role you will acquire, manage, and retain relationships, offering thoughtful solutions tailored to each client’s financial needs while representing our brand with hospitality and integrity.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences and tailor solutions.
• Excellent communication skills in person and over the phone.
• Ability to work within risk and compliance obligations and meet training requirements.
• High school diploma or GED (foreign equivalent acceptable).
• Licensing: SIE, Series 6, state registration (63 if required); licenses obtained within 180 days.
• Willingness to work 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

Client relationship management

Excellent communication

Regulatory compliance

Customer service excellence

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. invites you to join our Chase Branch as a Relationship Banker, delivering welcoming service and leveraging the latest banking solutions to help clients manage their finances.

In this role you will acquire, manage, and retain relationships, offering thoughtful solutions tailored to each client’s financial needs while representing our brand with hospitality and integrity.