Client-Focused Relationship Banker & Solutions Advisor

JP Morgan Chase; Carmel-by-the-Sea (CA); On-site; USD 52,000 - 72,000; Full time

Job summary

JPMorganChase is seeking an Associate Relationship Banker in a Chase Branch in California. You will welcome clients, offer thoughtful financial solutions, and leverage Chase mobile and digital tools to enhance their banking experience.

Join a team that values hospitality, regulatory compliance, and collaboration with product specialists to address diverse client needs and help drive branch success.

Qualifications

• Create memorable client experiences and elevate service.
• Excellent communication, in person and by phone, tailoring product benefits.
• Resolve client issues quickly with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• Work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Customer focus

Communication

Problem solving

Regulatory knowledge

Education

High school degree

GED

College degree

Military experience

Job description

JPMorganChase is seeking an Associate Relationship Banker in a Chase Branch in California. You will welcome clients, offer thoughtful financial solutions, and leverage Chase mobile and digital tools to enhance their banking experience.

Join a team that values hospitality, regulatory compliance, and collaboration with product specialists to address diverse client needs and help drive branch success.