Client Banking & Relationship Specialist

JPMorgan Chase & Co.; Milpitas (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and using banking solutions and technology to serve clients.

You will lead in acquiring, managing, and retaining relationships, applying financial knowledge to address clients' needs and support branch success. Responsibilities include meeting with clients in person and by phone, tailoring product recommendations, educating on digital tools, and collaborating with experts to resolve

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Strong communication skills and ability to tailor product benefits to clients.
• Familiarity with risk/compliance requirements and completing training.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them, and tailor product recommendations.
• Engage in clear, consultative communication to understand client needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to experts for specialized needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Regulatory compliance

Education

High school diploma or equivalent

College degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and using banking solutions and technology to serve clients.

You will lead in acquiring, managing, and retaining relationships, applying financial knowledge to address clients' needs and support branch success. Responsibilities include meeting with clients in person and by phone, tailoring product recommendations, educating on digital tools, and collaborating with experts to resolve