Client-Focused Banking Relationship Specialist

JPMorgan Chase & Co.

Los Angeles (CA)

On-site

USD 55,000 - 75,000

Full time

3 days ago
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Job summary

JPMorgan Chase & Co. in Los Angeles is seeking a Relationship Banker to represent our brand with hospitality, delivering tailored financial solutions and building lasting client relationships.

You will engage clients in person and over the phone, promote digital banking tools, and collaborate with specialists to address complex financial needs while upholding strict regulatory standards. The role requires a proactive attitude, weekend/evening availability, and a strong commitment to risk and

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services.
  • Excellent communication skills in person and over the phone.
  • Ability to resolve client issues with attention to detail and compliance with regulations.
  • Licensed or willing to obtain required securities and life licenses within employer training window.
  • Must work branch hours including weekends and some evenings.

Responsibilities

  • Put clients first and exceed their expectations with attentive, friendly service.
  • Manage assigned clients, meeting with them in person and by phone to deepen relationships.
  • Tailor product and service recommendations to client needs.
  • Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
  • Consult with clients about banking solutions and connect them to experts for complex needs.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Customer service
Communication skills
Relationship building
Problem solving
Regulatory compliance

Education

High school diploma
SIE exam
FINRA Series 6 (or willing to obtain)
State registration (63 if required)
Life licenses (if required)

Tools

Chase Mobile App
Chase.com

Job description

JPMorgan Chase & Co. in Los Angeles is seeking a Relationship Banker to represent our brand with hospitality, delivering tailored financial solutions and building lasting client relationships.

You will engage clients in person and over the phone, promote digital banking tools, and collaborate with specialists to address complex financial needs while upholding strict regulatory standards. The role requires a proactive attitude, weekend/evening availability, and a strong commitment to risk and

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