Relationship Banker - Texas Market - Georgetown, TX

Relationship Banker - Central Texas Market - Georgetown, TX

Location:

Georgetown, TX, United States

• Put clients first and exceed their expectations by delivering attentive and friendly service, creating a welcoming environment.
• Manage assigned clients, proactively meeting 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 the Chase Mobile App, , and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to 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 industry with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor product features and benefits to clients with different needs.
• Ability to quickly and effectively resolve client issues with attention to detail, providing consistent client experience.
• Operate within established risk parameters/tolerances and fulfill internal/external risk and compliance obligations, including 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. Unlicensed applicants must obtain required licenses through JPMorgan Chase’s licensing program within 180 days of hire, with study materials and support provided.
• Availability to work branch hours including weekends and some evenings.

• College degree or military‑equivalent.
• Experience with banking policies, procedures, and regulatory requirements.

We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

Visit our FAQs for more information about requesting an accommodation.