Client-Centric Banking Relationship Leader

JPMorgan Chase & Co.

Millbrae (CA)

On-site

USD 52,000 - 78,000

Full time

9 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in Millbrae, CA. You will greet clients, understand their financial needs, and present thoughtful solutions using Chase products and digital tools.

You will build lasting relationships, guide clients through financial options, and coordinate with specialists to address complex needs while adhering to regulatory requirements. This role emphasizes hospitality and trust.

Qualifications

1+ year of sales experience in Retail Banking or Financial Services.
Excellent communication skills, in person and over the phone.
Ability to resolve client issues with attention to detail.
Operate within risk parameters and complete required training.
SIE exam, FINRA Series 6, state registrations, and Life licenses; licensing within 180 days.

Responsibilities

Put clients first and exceed their expectations with attentive, friendly service.
Manage assigned clients and proactively meet with them to build lasting relationships.
Engage in clear, consultative communication to understand and help clients, building trust.
Educate clients on technology solutions like Chase Mobile App and online platforms.
Learn products, services, and procedures; refer to specialists for complex needs.
Adhere to policies, procedures, and regulatory requirements.