Client-Centric Relationship Banking Specialist

Testing Site - JPMC; Inglewood (CA); On-site; USD 52,000 - 75,000; Full time

Job summary

JPMorgan Chase in California is seeking a Relationship Banker to represent the brand and culture with hospitality while leveraging banking solutions and technology to serve clients. You will acquire, manage, and retain relationships, offering thoughtful financial solutions to address client needs and contribute to branch success.

The role requires 1+ year of sales experience in retail banking, strong communication skills, and the ability to meet risk and regulatory obligations.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries.
• Excellent communication skills, both in person and over the phone.
• Ability to operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses required or obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Education

High school degree or GED

Job description

JPMorgan Chase in California is seeking a Relationship Banker to represent the brand and culture with hospitality while leveraging banking solutions and technology to serve clients. You will acquire, manage, and retain relationships, offering thoughtful financial solutions to address client needs and contribute to branch success.

The role requires 1+ year of sales experience in retail banking, strong communication skills, and the ability to meet risk and regulatory obligations.