Relationship Banking Advisor

JPMorgan Chase & Co.; Azle (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the Chase brand at a branch location. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging digital tools for convenient banking.

The role emphasizes hospitality, strong communication, and the ability to work with a team of experts to meet clients’ financial needs while adhering to regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking.
• Ability to create memorable experiences for our clients.
• Excellent communication skills to tailor product benefits.
• Ability to resolve client issues with attention to detail.
• Compliance with risk parameters and training requirements.
• SIE exam, FINRA Series 6, licenses; unlicensed must obtain within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed 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

Retail Banking Sales

Client relationships

Excellent communication

Regulatory compliance

NMLS licensing eligibility

Education

High school diploma or equivalent

College degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the Chase brand at a branch location. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging digital tools for convenient banking.

The role emphasizes hospitality, strong communication, and the ability to work with a team of experts to meet clients’ financial needs while adhering to regulatory requirements.