Relationship Banking Specialist

JPMorgan Chase & Co.; Austin (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Austin seeks a Relationship Banker to help acquire, manage, and retain client relationships using banking products and technology solutions. You will deliver friendly, proactive service and tailor recommendations to each client’s needs.

The role emphasizes compliance, risk awareness, and growing the branch’s client base, with licensing requirements to be completed within 180 days of hire and ongoing professional development.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in acquiring and deepening relationships.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
• The Securities Industry Essential (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 in Retail Banking

Excellent communication skills

Customer service oriented

Clear product explanations

Problem solving

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in Austin seeks a Relationship Banker to help acquire, manage, and retain client relationships using banking products and technology solutions. You will deliver friendly, proactive service and tailor recommendations to each client’s needs.

The role emphasizes compliance, risk awareness, and growing the branch’s client base, with licensing requirements to be completed within 180 days of hire and ongoing professional development.