Relationship Banker

Job Description

Relationship Banker | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Huntsville, Alabama (new build branch at Hwy 72 and Shields). JPMorgan Chase is dedicated to crafting memorable experiences for its clients and employees, building lasting relationships through ethical practices, exceeding expectations, and embracing diversity. This Relationship Banker position is vital for representing the company’s culture, driving client acquisition and retention, and providing thoughtful financial solutions that contribute directly to the branch’s overall success.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – USA (Alabama)

• Mission: This person owns client relationship management, financial needs assessment, and tailored product recommendations to support branch success and make clients’ lives easier.
• Tech Stack: Chase Mobile App, Chase.com, ATMs

What You’ll Actually Do
• Client-First Service: Exceed client expectations by delivering attentive, friendly service and creating a welcoming environment to foster memorable banking experiences.
• Relationship Deepening: Proactively manage assigned client relationships through in-person and phone interactions, understanding financial needs, and tailoring product and service recommendations.
• Consultative Solutions: Engage in clear, polite, and consultative communication to build trust, anticipate client needs, and offer thoughtful financial solutions that address their challenges.
• Technology Enablement: Educate and connect clients to modern banking technology solutions, such as the Chase Mobile App, Chase.com, and ATMs, for convenient self-service banking whenever and wherever they prefer.
• Expert Collaboration & Compliance: Learn banking products and procedures quickly to effectively consult with clients, collaborate with a team of experts for specialized needs, and ensure adherence to all policies, procedures, and regulatory requirements.

The Must-Haves
• Background: Entry-Level. High school degree, GED, or foreign equivalent. Possesses core domain knowledge in retail banking, financial services, or other related industries.
• Experience: 1+ year of sales experience with proven success in establishing new clients, deepening relationships, and delivering results within retail banking, financial services, or related industries.
• Skills: Excellent communication skills (in-person and over the phone) with proven ability to tailor product and service features and benefits to diverse client needs. Ability to quickly and effectively resolve client issues with attention to detail, providing consistent client experience. Operating within established risk parameters/tolerances, meeting internal/external risk and compliance obligations, and completing required training. Holds or obtains within 180 days the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses through JPMC’s licensing program.
• Bonus: College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements.