Client-First Relationship Banker

JPMorgan Chase; Irvine (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine, CA is seeking a Relationship Banker to represent the brand with hospitality and to acquire, manage, and retain client relationships using banking solutions and technology.

The role emphasizes delivering thoughtful financial guidance, educating clients on Chase tools, and collaborating with experts to address diverse financial needs while maintaining regulatory compliance.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to deliver memorable client experiences and tailor product solutions.
• Strong communication skills for in-person and phone conversations.
• Ability to resolve client issues with attention to detail and accuracy.
• Compliance with risk parameters and mandatory training.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage clients and meet with them to build lasting relationships.
• Explain banking products and guide clients to appropriate solutions.
• Educate clients on technology platforms (Chase Mobile App, Chase.com, ATMs).
• Learn products quickly and connect clients to specialists as needed.
• Adhere to banking policies and regulatory requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Regulatory/compliance awareness

Problem solving

Education

High school diploma or GED

SIE exam and FINRA Series 6

State registrations and Life licenses

NMLS/Safe Act registration awareness

Tools

NMLS portal

Job description

JPMorgan Chase & Co. in Irvine, CA is seeking a Relationship Banker to represent the brand with hospitality and to acquire, manage, and retain client relationships using banking solutions and technology.

The role emphasizes delivering thoughtful financial guidance, educating clients on Chase tools, and collaborating with experts to address diverse financial needs while maintaining regulatory compliance.