Relationship Banker - Foley Branch (New Build) - Foley, AL

Location: Foley, AL, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are building a new state-of-the-art branch in Foley, Alabama, and seeking a dedicated Relationship Banker to join our team. As a Relationship Banker, you will play a pivotal role in delivering the exceptional client experience that defines our commitment to hospitality and personalized financial care. In this dynamic role, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions including deposit accounts, lending products, and investment services tailored to their unique needs. Your ability to foster trust and provide proactive advice will be essential in growing our presence in the Foley community and supporting our mission to be the financial partner of choice. Key to success in this position is your passion for client advocacy and your expertise in identifying opportunities to enhance clients' financial well-being. You will engage with a diverse clientele, from local families to small business owners, using your knowledge of JP Morgan Chase's robust offerings to recommend solutions like our Chase Sapphire credit cards or home lending options. In the context of our new build branch, you will contribute to creating an inviting atmosphere that embodies our brand's values of innovation and inclusivity. Daily responsibilities include processing transactions with precision, conducting needs-based consultations, and collaborating with colleagues to achieve branch objectives while adhering to strict compliance standards set by regulatory bodies such as the FDIC and OCC. We value professionals who thrive in a collaborative, high-energy environment and are eager to advance their careers within one of the world's leading financial institutions. This role offers the chance to leverage cutting-edge technology, participate in ongoing training programs, and contribute to meaningful community initiatives in Foley. If you are driven by client success, possess a strong ethical foundation, and are excited about the opportunities in a growing branch, join JP Morgan Chase to make a lasting impact on clients' financial journeys.

Key Responsibilities

• Engage clients in the Foley branch to understand their financial needs and recommend appropriate JP Morgan Chase products such as checking accounts, mortgages, and investment options
• Deliver exceptional hospitality by providing personalized service and resolving inquiries promptly to enhance client satisfaction
• Process transactions including deposits, withdrawals, and loan applications while ensuring accuracy and security
• Build and maintain long-term client relationships to drive retention and referrals within the local Foley community
• Identify cross-selling opportunities for wealth management and credit services to meet branch sales goals
• Comply with all regulatory requirements, including anti-money laundering (AML) and Know Your Customer (KYC) protocols
• Collaborate with branch team members to support new build initiatives and contribute to a welcoming branch environment
• Monitor client portfolios and provide updates on market trends relevant to JP Morgan Chase offerings
• Assist in training new staff on client service best practices and product knowledge

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or sales within the financial services industry
• Strong knowledge of banking products and services, including checking/savings accounts, loans, and credit cards
• Ability to obtain and maintain necessary licenses such as NMLS registration
• Proficiency in using banking software and Microsoft Office Suite
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Previous experience in a branch banking environment at a major financial institution
• Bilingual proficiency, particularly in Spanish, to serve diverse communities in Alabama
• Sales experience exceeding targets in financial products
• Familiarity with CRM systems like those used at JP Morgan Chase
• Certification in financial planning or customer relationship management

Required Skills

• Customer relationship management
• Sales and negotiation techniques
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and prioritization
• Digital banking platform proficiency
• Data entry and transaction processing accuracy
• Team collaboration and leadership
• Adaptability to new branch environments
• Risk assessment in financial advising
• Multitasking in a fast-paced setting
• Presentation and communication skills
• Analytical thinking for client needs assessment

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible compensation
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Performance-based bonuses and incentives tied to client satisfaction and sales targets
• Flexible work arrangements and opportunities for career advancement within global JP Morgan Chase network

JP Morgan Chase is an equal opportunity employer.