Client-First Relationship Banker

Aumni; Beverly Hills (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Beverly Hills is seeking an Associate Relationship Banker to deliver exceptional client experiences at our branch. You will welcome clients, assess financial needs, and offer thoughtful solutions using Chase's banking products and technology.

The role requires outstanding communication, a client‑focused service mindset, and strict adherence to banking policies and regulatory requirements. Weekend and some evenings may be required as part of a dynamic branch team.

Qualifications

• Prior experience delivering attentive, respectful client service.
• Ability to tailor product and service recommendations to client needs.
• Strong communication skills and active listening.
• Ability to operate within risk parameters and comply with regulations.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• 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

Customer service

Communication

Problem solving

Attention to detail

Regulatory compliance

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase in Beverly Hills is seeking an Associate Relationship Banker to deliver exceptional client experiences at our branch. You will welcome clients, assess financial needs, and offer thoughtful solutions using Chase's banking products and technology.

The role requires outstanding communication, a client‑focused service mindset, and strict adherence to banking policies and regulatory requirements. Weekend and some evenings may be required as part of a dynamic branch team.