Relationship Banker - Guadalupe & McClintock Branch - Tempe, AZ - Bilingual (Spanish) Preferred

Location: Tempe, AZ, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at the Guadalupe & McClintock Branch in Tempe, AZ, you will play a pivotal role in delivering the renowned JPMorgan Chase client experience, rooted in hospitality and personalized care. In this dynamic position, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions including everyday banking, lending, and wealth management services. Bilingual candidates fluent in Spanish are especially encouraged to apply, as this skill will enable you to connect deeply with the diverse Tempe community, fostering inclusive relationships and driving client loyalty in a vibrant, multicultural environment. Your day-to-day responsibilities will involve engaging clients through meaningful conversations to uncover their financial goals, recommending tailored products like Chase checking accounts, credit cards, or investment options, and processing transactions with precision and efficiency. You will embody Chase's commitment to excellence by resolving inquiries promptly, educating clients on digital tools to enhance their banking experience, and identifying cross-sell opportunities to meet both client needs and branch objectives. Collaboration with fellow team members, including specialists in mortgages and investments, will be key to providing holistic support, all while upholding the highest standards of compliance and risk management in line with JPMorgan Chase's global reputation for integrity. This role offers a rewarding opportunity to grow within one of the world's leading financial institutions, where your contributions directly impact client success and community well-being. With access to robust training programs, career advancement paths, and a supportive culture, you will thrive in a branch setting that values innovation, diversity, and exceptional service. Join JPMorgan Chase to make a meaningful difference in the lives of Tempe residents while advancing your career in financial services.

Key Responsibilities

• Engage clients in the Guadalupe & McClintock Branch to understand their financial needs and recommend appropriate JPMorgan Chase products such as checking accounts, credit cards, and investment options
• Deliver exceptional hospitality by providing personalized service, resolving inquiries, and building long-term relationships to enhance client satisfaction
• Process transactions including deposits, withdrawals, and loan payments while ensuring accuracy and compliance with Chase's operational standards
• Identify opportunities for cross-selling banking solutions and achieve individual and branch sales targets
• Educate clients on digital banking tools, fraud prevention, and financial wellness programs offered by JPMorgan Chase
• Collaborate with branch team members and specialists to support complex client needs, such as mortgage or wealth management referrals
• Maintain a clean and welcoming branch environment while adhering to security protocols and risk management practices
• Conduct client outreach in the Tempe community, leveraging bilingual skills to serve Spanish-speaking customers effectively
• Monitor and update client accounts to ensure timely follow-up and proactive service delivery
• Participate in branch events and training to stay current on JPMorgan Chase policies and industry trends

Required Qualifications

• High school diploma or equivalent required; college degree in finance, business, or related field preferred
• At least 1-2 years of customer service experience in a retail or financial services environment
• Bilingual proficiency in English and Spanish is strongly preferred for serving diverse clients
• Strong understanding of banking products and services, including deposits, loans, and digital banking
• Ability to obtain and maintain necessary licenses such as Notary Public or relevant banking certifications
• Proven track record of meeting sales and service goals in a client-facing role
• Knowledge of federal and state banking regulations and compliance requirements

Preferred Qualifications

• Bachelor's degree in finance, economics, or a related discipline
• Experience in sales or relationship management within the financial services industry
• Fluency in Spanish to effectively communicate with the local Tempe community
• Familiarity with JPMorgan Chase's digital platforms and mobile banking tools
• Previous experience working in a branch banking environment

Required Skills

• Exceptional customer service and interpersonal communication skills
• Sales acumen with the ability to identify and pursue business opportunities
• Proficiency in bilingual communication (English/Spanish)
• Strong attention to detail for accurate transaction processing
• Knowledge of banking software and CRM systems like those used at JPMorgan Chase
• Problem-solving abilities to resolve client issues efficiently
• Time management and organizational skills in a fast-paced branch setting
• Compliance awareness and ethical decision-making in financial services
• Digital literacy for supporting online and mobile banking platforms
• Team collaboration and leadership potential in group settings
• Financial product knowledge including loans, investments, and deposits
• Adaptability to changing regulatory environments and client needs
• Active listening and empathy to build trust with diverse clients
• Basic mathematical and analytical skills for account management
• Presentation skills for client education and product demonstrations

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and paid holidays
• Tuition reimbursement program for professional development and further education
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Access to financial planning resources and employee assistance programs

JP Morgan Chase is an equal opportunity employer.