Client-Focused Relationship Banker

JPMorganChase; Arcata (CA); On-site; USD 52,000 - 70,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker for a Chase Branch in California. The role focuses on acquiring, managing and retaining client relationships, using financial knowledge to tailor banking solutions and deliver exceptional hospitality.

You will engage clients in person and by phone, promote digital tools, and collaborate with experts to meet complex financial needs while complying with regulatory requirements. This role emphasizes trust, service excellence and long-term relationships.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone.
• Ability to resolve client issues with attention to detail.
• Work within risk parameters and complete required training.
• SIE exam, FINRA Series 6, state registration, and Life licenses; obtain within 180 days.
• Must work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with friendly service.
• Manage assigned clients, meet with them in person or by phone to build relationships.
• Communicate clearly to understand and help clients, building trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and collaborate with specialists for financial needs.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Sales experience

Client service

Excellent communication

Issue resolution

Regulatory compliance

Licensing readiness

Branch hours flexibility

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Relationship Banker for a Chase Branch in California. The role focuses on acquiring, managing and retaining client relationships, using financial knowledge to tailor banking solutions and deliver exceptional hospitality.

You will engage clients in person and by phone, promote digital tools, and collaborate with experts to meet complex financial needs while complying with regulatory requirements. This role emphasizes trust, service excellence and long-term relationships.