Relationship Banker - Westchase Countryway - Tampa, FL

Location: Tampa, FL, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker for our Westchase Countryway branch in Tampa, FL, to deliver exceptional client experiences that embody our commitment to hospitality and personalized financial care. As a key member of our Relationship Bankers team, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions including checking and savings accounts, credit cards, mortgages, and investment options. In this role, you will leverage your expertise in financial services to build trust, uncover opportunities, and provide tailored advice that aligns with each client's unique goals, all while upholding the highest standards of integrity and compliance in a dynamic retail banking environment. Your day-to-day responsibilities will involve engaging with a diverse clientele in the vibrant Tampa community, processing transactions efficiently, and proactively identifying ways to enhance their financial well-being. You will collaborate with branch colleagues to meet sales targets, refer clients to specialized JP Morgan Chase services like J.P. Morgan Wealth Management, and ensure seamless integration of digital tools to empower self-service banking. By fostering long-term relationships, you will contribute to client loyalty and growth, while participating in local initiatives that strengthen our presence in the Westchase area. Joining JP Morgan Chase means becoming part of a world-class financial institution with a legacy of innovation and client focus. We offer robust professional development, competitive compensation, and a supportive culture that values work-life balance. If you are passionate about finance, thrive in a client-facing role, and are ready to make a meaningful impact, apply today to help shape the financial futures of our Tampa clients.

Key Responsibilities

• Engage clients in the Westchase Countryway branch to understand their financial needs and recommend personalized banking solutions
• Open and maintain deposit accounts, process loan applications, and facilitate wire transfers and other transactions
• Build and nurture long-term client relationships to drive retention and cross-sell opportunities for JP Morgan Chase products
• Deliver exceptional hospitality by providing prompt, accurate, and empathetic service in line with Chase's client experience standards
• Identify opportunities to refer clients to specialized services such as wealth management or mortgage lending
• Ensure compliance with all federal and state banking regulations, including KYC and AML protocols
• Collaborate with branch team members to achieve sales goals and enhance overall branch performance
• Educate clients on digital banking tools, fraud prevention, and financial wellness resources
• Handle client inquiries and resolve issues efficiently to maintain high satisfaction levels
• Participate in community outreach events to promote JP Morgan Chase's commitment to the Tampa area

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 financial services
• Active and in good standing with state banking and/or insurance license requirements
• Strong understanding of banking products and services, including deposits, loans, and investments
• Ability to work flexible hours, including evenings and weekends, to meet client needs
• Proficiency in Microsoft Office Suite and banking software systems
• Clean background check and compliance with all regulatory standards

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Certification in financial planning or wealth management (e.g., CFP or Series 6/7 licenses)
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Tampa
• Experience with CRM tools like Salesforce for client relationship tracking
• Demonstrated success in meeting sales targets in a retail banking environment

Required Skills

• Customer service excellence and empathy
• Sales acumen and relationship-building
• Knowledge of banking regulations and compliance
• Proficiency in financial product advising
• Active listening and communication skills
• Problem-solving and conflict resolution
• Time management and multitasking
• Digital literacy with banking platforms
• Team collaboration and leadership
• Attention to detail in transaction processing
• Adaptability to client needs and market changes
• Ethical decision-making in financial advising
• Basic financial analysis and risk assessment
• Presentation skills for client education
• Cultural sensitivity for diverse 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 compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships, mental health support, and financial counseling
• Career growth opportunities within JP Morgan Chase's global network
• Discounts on banking products, travel, and entertainment through Chase perks

JP Morgan Chase is an equal opportunity employer.