Relationship Banking Solutions Advisor

JPMorgan Chase & Co.; Arlington (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Relationship Banker to lead client engagement in a Chase branch, delivering personalized financial guidance and leveraging digital tools to enhance the client experience. The role focuses on acquiring, managing, and retaining relationships while adhering to regulatory requirements.

The candidate should have banking sales experience, strong communication skills, and the ability to work weekends. Licensing support is provided to obtain required registrations after hire.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Experience with risk parameters and compliance obligations.
• SIE exam, FINRA Series 6, state registration, and Life licenses required or must be obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and proactively meet with them to build relationships.
• Tailor product and service recommendations to client needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions with team support.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Client relationship

Regulatory compliance

Attention to detail

Licensing readiness

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. seeks a Relationship Banker to lead client engagement in a Chase branch, delivering personalized financial guidance and leveraging digital tools to enhance the client experience. The role focuses on acquiring, managing, and retaining relationships while adhering to regulatory requirements.

The candidate should have banking sales experience, strong communication skills, and the ability to work weekends. Licensing support is provided to obtain required registrations after hire.