Client Experience Banker

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks a Relationship Banker at a Chase Branch to deliver welcoming, knowledgeable service, welcome clients, build trust, and tailor financial solutions to meet their goals.

You will actively manage assigned clients, meet with them in person or by phone, educate them on banking solutions, and collaborate with a team of experts while adhering to policies and risk rules.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences and tailor product benefits.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and compliance.
• Ability to work within risk/tolerances and complete required training.

Responsibilities

• Put clients first with attentive, friendly service and a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build relationships.
• Engage in clear, consultative communication to understand needs and offer solutions.
• Educate clients on technology tools like Chase Mobile App, Chase.com, ATMs.
• Learn products and procedures quickly and connect clients to experts for complex needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Cross-selling banking products

Regulatory compliance awareness

Problem solving

Team collaboration

Education

High school degree or GED

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses (as required)

Job description

JPMorgan Chase & Co. in Los Angeles seeks a Relationship Banker at a Chase Branch to deliver welcoming, knowledgeable service, welcome clients, build trust, and tailor financial solutions to meet their goals.

You will actively manage assigned clients, meet with them in person or by phone, educate them on banking solutions, and collaborate with a team of experts while adhering to policies and risk rules.