Relationship Banker - Virginia Metro Growth & Service

Testing Site - JPMC; Herndon (VA); On-site; USD 48,000 - 64,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand with hospitality and expert financial guidance in a branch setting. You will acquire, manage, and retain client relationships, offering tailored banking solutions using digital tools and personable service.

You will build trust by understanding client needs, explaining products clearly, and collaborating with specialists to address complex financial goals while meeting branch goals and compliance standards.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• High school diploma, GED, or foreign equivalent.
• 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, study materials and support provided.
• 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

Regulatory compliance

Licensing knowledge

SIE exam

Series 6

NMLS

Weekend availability

Education

High school diploma

College degree

Tools

NMLS portal

Job description

Chase is seeking a Relationship Banker to represent our brand with hospitality and expert financial guidance in a branch setting. You will acquire, manage, and retain client relationships, offering tailored banking solutions using digital tools and personable service.

You will build trust by understanding client needs, explaining products clearly, and collaborating with specialists to address complex financial goals while meeting branch goals and compliance standards.