Relationship Banker - Missoula Brooks Street (New Build) - Missoula, MT
On-site · Missoula, Montana, United States
Job Summary
Relationship Banker at Chase Branch focuses on acquiring, managing, and retaining client relationships using foundational banking knowledge and technology tools. Responsibilities include delivering attentive service, meeting with clients in person and by phone, tailoring product and service recommendations, educating clients on digital solutions (Chase Mobile App, Chase.com, ATMs), quickly learning products and procedures to consult on banking solutions, and ensuring compliance with policies and regulatory requirements. Requires strong communication, relationship-building, and the ability to operate within risk parameters; licensing and registrations (SIE, FINRA Series 6, state licenses, NMLS) are prerequisites or follow-on requirements. Flexible with branch hours including weekends and some evenings.
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.
- Ability to work branch hours including weekends and some evenings
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