Relationship Banker - Little and Ridge - Port Richey, FL

Location: Port Richey, FL, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JPMorgan Chase's Little and Ridge branch in Port Richey, FL, you will play a pivotal role in delivering the exceptional client experiences that define Chase's reputation in the financial services industry. Embodying our core values of hospitality and client care, you will serve as the primary point of contact for retail banking clients, helping them navigate their financial journeys with personalized advice and seamless service. In this dynamic role, you will uncover opportunities to recommend tailored solutions from Chase's comprehensive portfolio, including everyday banking, lending, and investment products, while fostering long-term relationships that drive client loyalty and satisfaction. Your day-to-day responsibilities will involve engaging with a diverse clientele in the Port Richey community, processing transactions with precision, and leveraging JPMorgan Chase's innovative digital tools to enhance client interactions. You will collaborate with branch colleagues to ensure compliance with federal regulations and internal policies, while actively promoting financial wellness through education on tools like the Chase Mobile app. This position offers the chance to contribute to a high-performing team environment, where your proactive approach to sales and service can lead to meaningful career growth within one of the world's leading financial institutions. JPMorgan Chase is committed to creating an inclusive workplace that values diversity and supports professional development. Joining our team as a Relationship Banker means becoming part of a global organization dedicated to innovation in banking, with opportunities to advance into specialized roles in wealth management or leadership. If you are passionate about helping clients achieve their financial goals and thrive in a client-centric atmosphere, this role at our Port Richey location is an ideal fit.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial needs and recommending appropriate JPMorgan Chase products and services
• Deliver exceptional client experiences in the branch, embodying Chase's hospitality standards through personalized greetings and proactive support
• Process transactions accurately and efficiently, including deposits, withdrawals, and loan applications while adhering to compliance regulations
• Identify cross-selling opportunities for products like Chase Sapphire credit cards, mortgages, and wealth management services
• Educate clients on digital banking tools, such as the Chase Mobile app, to enhance their financial management
• Collaborate with branch team members and specialists to resolve complex client inquiries and ensure seamless service
• Conduct regular outreach to existing clients via phone, email, or in-person visits to deepen relationships and gather feedback
• Maintain accurate records of client interactions in compliance with JPMorgan Chase policies and federal banking laws
• Support branch operations by preparing for audits, managing cash handling, and promoting a secure environment
• Participate in community events in Port Richey to promote Chase's commitment to local financial wellness

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
• Strong understanding of banking products including checking/savings accounts, loans, credit cards, and investment options
• Ability to obtain necessary state and federal banking licenses (e.g., NMLS registration)
• Proficiency in Microsoft Office Suite and core banking software
• Excellent verbal and written communication skills with a client-focused mindset
• Availability to work flexible hours, including weekends and evenings as needed

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Knowledge of JPMorgan Chase's digital banking platforms and mobile apps
• Bilingual proficiency in English and Spanish to serve diverse client bases in Port Richey
• Experience with CRM systems like Salesforce for tracking client interactions
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Attention to detail
• Problem-solving abilities
• Communication (verbal and written)
• Time management and organization
• Compliance and regulatory awareness
• Digital literacy (banking software and apps)
• Team collaboration
• Active listening
• Adaptability to client needs
• Basic math and analytical skills
• Conflict resolution
• Multitasking in a fast-paced environment

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
• Paid time off including vacation, sick days, and 10 paid holidays annually
• Tuition reimbursement program for advancing education in finance or related fields
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym membership reimbursements and mental health support
• Parental leave benefits providing up to 16 weeks of paid leave for new parents
• Professional development opportunities through Chase's internal training and leadership programs

JP Morgan Chase is an equal opportunity employer.