Relationship Banker- Austin South Market - Austin - TX
On-site · Austin, Texas, United States
Job Summary
Relationship Banker at Chase in the Austin South Market focuses on acquiring, managing, and retaining client relationships through attentive service, consultative product recommendations, and leveraging technology (Chase Mobile App, Chase.com) to meet clients' financial needs. Responsibilities include delivering a welcoming, client-first experience; proactively meeting with clients in person and by phone; educating clients on banking solutions and connecting them with specialists when needed; communicating clearly to understand needs; learning products and procedures quickly to provide accurate consultations; adhering to banking policies, procedures, and regulatory requirements; and maintaining compliance with risk and licensing requirements. Key skills include sales success in retail banking or financial services, excellent communication, problem resolution, risk awareness, and the ability to work flexible hours, including weekends. The role requires at least a high school degree or foreign equivalent and licensing in SIE, Series 6, state registration, and Life licenses (with employer-supported licensing within 180 days). Preferred qualifications include a college degree or military equivalent and experience with banking policies and regulatory requirements, along with awareness of Dodd-Frank and Truth in Lending Act considerations and NMLS registration obligations.
Required Qualifications
- High school degree, GED, or foreign equivalent
- The Securities Industry Essentials (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 JPMorganChase’s licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
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