JPMorgan Chase-posted about 1 year ago
Full-time • Entry Level
Laredo, TX
Credit Intermediation and Related Activities

As a Relationship Banker in Branch Banking at Chase, you will play a crucial role in delivering exceptional customer service and building lasting relationships with clients. This position involves managing customer accounts, understanding their financial needs, and providing tailored solutions to enhance their banking experience. You will also have opportunities for career development through cross-training and collaboration with financial specialists.

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists to connect customers to experts who can help them with specialized financial needs.
  • 1+ year of experience in Retail banking sales, Financial services sales, or Consultative relationship sales role
  • High school degree, GED, or foreign equivalent
  • Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, and Life licenses required within 180 days of hire
  • Excellent communication skills, both in person and over the phone
  • Ability to work branch hours including weekends and some evenings.
  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Experience adhering to policies, procedures, and regulatory banking requirements.
  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching
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