Relationship Banking Specialist

JPMorgan Chase & Co.; The Woodlands (TX); On-site; USD 48,000 - 72,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the Chase brand in a branch setting, delivering welcoming service and proactive financial guidance. You will acquire, manage, and retain client relationships by leveraging banking solutions and technology to meet diverse financial needs.

The role requires strong communication, sales experience, and adherence to regulatory requirements, with availability for weekend/evening hours to support branch operations.

Qualifications

• 1+ year in retail banking or financial services with client acquisition experience.
• Excellent verbal and written communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail while maintaining risk standards.
• Regulatory training and licensing requirements must be pursued.
• Must be able to work branch hours including weekends/evenings.

Responsibilities

• Put clients first with attentive, friendly service in a welcoming branch environment.
• Meet with assigned clients in person and by phone to understand needs and tailor recommendations.
• Communicate clearly to build trust and anticipate client requirements.
• Educate clients on technology solutions like Chase Mobile App and online banking.
• Learn products and procedures quickly and coordinate with specialists for complex needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Strong communication

Customer service

Risk/compliance awareness

Licensing knowledge (NMLS/SIE/Series 6

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the Chase brand in a branch setting, delivering welcoming service and proactive financial guidance. You will acquire, manage, and retain client relationships by leveraging banking solutions and technology to meet diverse financial needs.

The role requires strong communication, sales experience, and adherence to regulatory requirements, with availability for weekend/evening hours to support branch operations.