Relationship Banking Specialist

JPMorganChase

Lake Charles (LA)

On-site

USD 35,000 - 55,000

Full time

13 days ago
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Job summary

JPMorganChase seeks a Relationship Banker at a Chase Branch in Louisiana. You will represent the brand with hospitality, acquire, manage, and retain meaningful client relationships, offering thoughtful financial solutions to address needs and simplify lives.

Responsibilities include delivering attentive service, meeting with clients in person or by phone, and guiding them to technology solutions such as Chase Mobile App and Chase.com while ensuring compliance with banking regulations.

Qualifications

  • Sales and relationship-building experience in financial services.
  • Ability to explain banking products and services clearly.
  • Strong communication and listening skills.
  • Familiarity with regulatory requirements and licensing needs.

Responsibilities

  • Put clients first and exceed their expectations with friendly service.
  • Manage assigned clients, meet with them, and tailor product recommendations.
  • Communicate clearly to build trust and understand client needs.
  • Educate clients on technology solutions like mobile apps and online banking.
  • Learn products quickly and connect clients to experts for specialized needs.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Client relationship building
Excellent communication
Problem resolution
Risk/compliance awareness
Customer service
Team collaboration

Education

High school diploma or GED
State registration (63 if required)
SIE exam
FINRA Series 6
Life license(s)
NMLS registration (SAFE Act)

Job description

JPMorganChase seeks a Relationship Banker at a Chase Branch in Louisiana. You will represent the brand with hospitality, acquire, manage, and retain meaningful client relationships, offering thoughtful financial solutions to address needs and simplify lives.

Responsibilities include delivering attentive service, meeting with clients in person or by phone, and guiding them to technology solutions such as Chase Mobile App and Chase.com while ensuring compliance with banking regulations.

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