Relationship Banker - Harrison Ave - New Orleans, LA

Location: New Orleans, LA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JP Morgan Chase's Harrison Ave branch in New Orleans, LA, you will play a pivotal role in delivering exceptional client experiences that reflect our unwavering commitment to hospitality and personalized financial care. In this dynamic position within the Relationship Bankers category, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions tailored to their unique needs. From everyday transactions to complex financial planning, your expertise will empower clients to achieve their goals, whether it's building savings, securing loans, or exploring investment opportunities through Chase's renowned wealth management services. This role is ideal for professionals passionate about the financial services industry, offering the chance to contribute to JP Morgan Chase's legacy of innovation and client-centric excellence in the vibrant New Orleans community. Your day-to-day responsibilities will involve fostering deep client relationships by conducting needs-based consultations, recommending products like Chase checking accounts, credit cards, and mortgages, and ensuring seamless transaction processing in a welcoming branch environment. You will collaborate with a supportive team to meet sales objectives while upholding the highest standards of compliance and security, in line with JP Morgan Chase's rigorous regulatory framework. Additionally, you will leverage digital tools to educate clients on innovative platforms such as the Chase Mobile app, enhancing their banking experience and promoting financial literacy. This position demands a blend of technical proficiency and genuine empathy, allowing you to make a tangible impact on clients' financial well-being in one of the South's most culturally rich cities. Joining JP Morgan Chase means becoming part of a global leader in financial services, where your professional growth is prioritized through comprehensive training, mentorship, and career advancement opportunities. We value diversity and inclusion, encouraging applications from individuals eager to bring their unique perspectives to our team. If you thrive in a client-focused role and are excited about contributing to the economic vitality of New Orleans, this Relationship Banker position offers a rewarding path to build lasting client loyalty and personal success within a prestigious institution.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial needs and recommending appropriate JP Morgan Chase products and services
• Deliver exceptional client experiences in the Harrison Ave branch, embodying Chase's hospitality standards through personalized interactions
• Process transactions including deposits, withdrawals, and loan applications with accuracy and efficiency
• Identify opportunities for cross-selling banking solutions such as mortgages, investments, and wealth management services
• Conduct financial consultations to help clients achieve goals like debt management or retirement planning
• Ensure compliance with all federal and state banking regulations, including anti-money laundering (AML) protocols
• Collaborate with branch team members to meet sales targets and enhance client satisfaction scores
• Educate clients on digital banking tools, including the Chase Mobile app and online platforms
• Monitor client portfolios for potential risks and provide proactive advice
• Participate in community outreach events in New Orleans to promote JP Morgan Chase's commitment to local financial inclusion

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of experience in retail banking, customer service, or financial services
• Valid driver's license and ability to travel to client locations as needed
• Strong understanding of banking products including checking, savings, loans, and credit cards
• Ability to work flexible hours, including weekends and evenings, in a branch environment
• Compliance with all regulatory requirements, including FINRA and SEC standards
• Proficiency in Microsoft Office Suite and basic financial software

Preferred Qualifications

• Bilingual proficiency in English and Spanish, given the diverse community in New Orleans
• Experience in sales or relationship management within a financial institution
• Knowledge of local market dynamics in Louisiana's financial sector
• Certification such as Certified Banking & Trust Officer (CBTO) or equivalent
• Previous role in a high-volume branch setting with proven client retention metrics

Required Skills

• Excellent communication and interpersonal skills for client interactions
• Strong sales acumen to identify and close financial product opportunities
• Proficiency in financial analysis and risk assessment
• Customer relationship management (CRM) software expertise
• Attention to detail for accurate transaction processing
• Problem-solving abilities to resolve client inquiries efficiently
• Knowledge of banking regulations and compliance standards
• Digital literacy in online banking platforms and mobile apps
• Team collaboration and leadership in a branch setting
• Time management to handle multiple client needs in a fast-paced environment
• Empathy and active listening for personalized client service
• Basic data entry and record-keeping skills
• Adaptability to evolving financial products and market trends
• Multitasking in high-volume retail banking scenarios
• Cultural sensitivity for serving diverse New Orleans clientele

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and paid holidays
• Tuition reimbursement program for professional development and certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Parental leave benefits and flexible work arrangements
• Access to JP Morgan Chase's global career development resources and mentorship programs

JP Morgan Chase is an equal opportunity employer.