Client-First Relationship Banker

JP Morgan Chase; Carmel-by-the-Sea (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

JP Morgan Chase is seeking an Associate Relationship Banker in a Chase Branch to welcome clients, understand their financial needs, and offer thoughtful solutions using banking tech. You will help walk-in and scheduled clients, leveraging Chase mobile app and online tools to enhance their experience while building lasting relationships.

The role emphasizes hospitality, compliance with banking regulations, and collaboration with branch teams to meet client goals and deliver exceptional service.

Qualifications

• High school degree, GED, or foreign equivalent.
• Ability to create memorable client experiences.
• Excellent communication to explain banking solutions.

Responsibilities

• Put clients first with attentive, friendly service in a welcoming branch.
• Communicate clearly to understand needs and tailor recommendations.
• Assist walk-in and scheduled clients in person and by phone.
• Educate on technology solutions like the Chase Mobile App and Chase.com.
• Learn products and procedures to provide accurate banking solutions.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Excellent communication

Customer service

Sales experience

Education

High school diploma or GED

Tools

Chase Mobile App

Job description

JP Morgan Chase is seeking an Associate Relationship Banker in a Chase Branch to welcome clients, understand their financial needs, and offer thoughtful solutions using banking tech. You will help walk-in and scheduled clients, leveraging Chase mobile app and online tools to enhance their experience while building lasting relationships.

The role emphasizes hospitality, compliance with banking regulations, and collaboration with branch teams to meet client goals and deliver exceptional service.