Relationship Banker - Texas Heritage (New Build) - Katy, TX
On-site · Houston, Texas, United States
Job Summary
Relationship Banker role at Chase in Texas (Katy/Houston area) focusing on building and managing Meaningful client relationships, delivering attentive, consultative service, and guiding clients to banking solutions via in-branch and phone interactions. Responsibilities include proactive client meetings, understanding financial needs, tailoring product/service recommendations, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), rapidly learning products/procedures, collaborating with specialists, and ensuring compliance with banking policies and regulatory requirements. Requires 1+ year sales experience in retail banking/financial services, strong communication skills, ability to resolve client issues with attention to detail, and availability to work weekends/evenings; high school degree or GED; professional licensing (SIE, Series 6, state registrations) and licensing within 180 days if not already licensed.
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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