Client Experience Relationship Banker

Aumni

San Diego (CA)

On-site

USD 60,000 - 90,000

Full time

4 days ago
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Benefits offered by this job

Health insurance
Retirement plan
Tuition reimbursement
On-site health and wellness centers

Job summary

JPMorgan Chase is seeking a Relationship Banker in a Chase branch to represent our brand with hospitality and tech-enabled solutions. You will acquire, manage, and retain client relationships using financial knowledge to offer tailored solutions, helping clients meet their financial goals.

The role requires 1+ year of sales in banking, strong communication, and the ability to work weekends/evenings. Compliance and licensing requirements apply, with support for necessary licenses through our

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven results.
  • Ability to elevate the client experience and deliver memorable service.
  • Excellent communication skills in person and over the phone, adapting to client needs.
  • Ability to resolve client issues with attention to detail while maintaining compliance.
  • Must operate within risk parameters and complete required training.

Responsibilities

  • Put clients first and exceed expectations with attentive, friendly service.
  • Manage assigned clients, meeting with them in person or by phone to build relationships.
  • Communicate clearly to understand and address client needs and preferences.
  • Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) for banking needs.
  • Learn products and procedures quickly and connect clients with specialists as needed.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Client relationships
Communication skills
Regulatory compliance
Time management

Education

High school degree or GED

Job description

JPMorgan Chase is seeking a Relationship Banker in a Chase branch to represent our brand with hospitality and tech-enabled solutions. You will acquire, manage, and retain client relationships using financial knowledge to offer tailored solutions, helping clients meet their financial goals.

The role requires 1+ year of sales in banking, strong communication, and the ability to work weekends/evenings. Compliance and licensing requirements apply, with support for necessary licenses through our

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