Client-First Banking Advisor – Relationship Builder

JPMorganChase; Santa Rosa (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker to join a Chase Branch in California. You will represent the brand with hospitality, using banking solutions and technology to help clients meet financial needs and build lasting relationships.

This role requires sales experience, strong communication, and adherence to regulatory guidelines. You will work with clients in person and by phone, educate on Chase mobile app and online banking, and collaborate with specialists to address complex financial

Qualifications

• Minimum 1+ year of sales experience in retail banking or financial services.
• Strong communication and relationship-building skills.
• Ability to meet regulatory requirements and complete training.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Proactively meet with assigned clients to build lasting relationships.
• Understand financial needs and tailor product recommendations.
• Promote and educate clients on Chase mobile app and online banking.
• Consult with clients about solutions and connect to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Customer service

Risk and compliance awareness

Education

High school diploma or equivalent

Job description

JPMorganChase is seeking a Relationship Banker to join a Chase Branch in California. You will represent the brand with hospitality, using banking solutions and technology to help clients meet financial needs and build lasting relationships.

This role requires sales experience, strong communication, and adherence to regulatory guidelines. You will work with clients in person and by phone, educate on Chase mobile app and online banking, and collaborate with specialists to address complex financial