Relationship Banker - Clearwater - Clearwater, FL
Listed on 2025-12-31
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Finance & Banking
Banking & Finance
Relationship Banker - Clearwater Downtown - Clearwater, FL
Join to apply for the Relationship Banker - Clearwater Downtown - Clearwater, FL role at JPMorgan Chase .
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with hospitality, using banking solutions and financial technology alongside friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to address their financial needs and contribute to the success of the branch.
Job Responsibilities- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, , and ATMs to help with banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, and connect them to our team of experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 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.
- Ability to create memorable experiences for clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- 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 JPMorgan
Chase’s licensing program within 180 days of hire, study materials and support provided. - Ability to work branch hours including weekends and some evenings.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation. We provide benefits such as health care coverage, retirement savings, and more. Details about total compensation and benefits will be provided during the hiring process.
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and we make reasonable accommodations for applicants’ and employees’ religious practices, beliefs, as well as mental health or disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity EmployerEqual Opportunity Employer/Disability/Veterans
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