Client-Focused Relationship Banker

JPMorgan Chase & Co.; Santa Rosa (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in our branch network is seeking a Relationship Banker to represent the brand with hospitality while delivering banking solutions through Chase Mobile App, online banking, and in-branch interactions.

You will acquire, manage, and retain client relationships, understand financial needs, and provide thoughtful recommendations. The role emphasizes compliance, risk awareness, and delivering memorable client experiences to help customers achieve their goals.

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.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult with clients on banking solutions.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication

Education

High school diploma

Job description

JPMorgan Chase & Co. in our branch network is seeking a Relationship Banker to represent the brand with hospitality while delivering banking solutions through Chase Mobile App, online banking, and in-branch interactions.

You will acquire, manage, and retain client relationships, understand financial needs, and provide thoughtful recommendations. The role emphasizes compliance, risk awareness, and delivering memorable client experiences to help customers achieve their goals.