Relationship Banker - Parmer and Metric - Austin - TX
On-site · Austin, Texas, United States
Job Summary
Relationship Banker role at Chase Branch in Austin, TX focusing on building and sustaining client relationships through attentive, hospitality-driven service. Responsibilities include meeting with clients in person and by phone to understand financial needs, tailoring product and service recommendations, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), and collaborating with specialists to address complex financial needs while adhering to banking policies, procedures, and regulatory requirements.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or 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
- Ability to work branch hours including weekends and some evenings
- College degree or military equivalent (preferred)
- Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators; NMLS registration requirements
- NMLS registration/SAFE Act compliance
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