Relationship Banker - FM 423 and Lebanon - Frisco, TX
On-site · Frisco, Texas, United States
Job Summary
Relationship Banker at Chase Branch focuses on building and managing client relationships, delivering attentive service, and using banking solutions to meet clients’ financial needs. Responsibilities include meeting with clients in person and by phone, tailoring product and service recommendations, educating clients on technology tools like the Chase Mobile App and Chase.com, staying compliant with banking policies and regulatory requirements, and collaborating with specialists to address complex financial needs. Requires sales success in retail banking or financial services, strong communication, issue-resolution skills, and the ability to work with risk and training requirements. The role is aligned with branch operations and weekend/evening hours, with licensing requirements pursued after hire.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (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 JPMC’s licensing program within 180 days of hire, study materials and support provided.
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