Client Relationship Banker: Elevate Financial Partnerships

JPMorgan Chase & Co.; Manhattan Beach (CA); On-site; USD 45,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in a Chase Branch is seeking a Relationship Banker to represent our brand with hospitality, using banking solutions and fintech to deliver personalized service.

You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet their needs and support branch success. The role emphasizes educating clients about technology, maintaining regulatory compliance, and collaborating with experts to address complex financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences.
• Strong communication skills for in-person and phone interactions.
• Familiarity with banking regulations and risk/compliance requirements.
• Licensing: SIE, FINRA Series 6, state registration; NMLS may be required.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage clients, meet with them in person or by phone to build relationships.
• Educate clients to use Chase technology and digital banking.
• Learn products and procedures to consult on banking solutions and connect to experts.
• Comply with policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer experience

Communication skills

Issue resolution

Regulatory compliance

High school diploma

Licensing requirements

Flexible hours

Education

College degree or military equivalent

Job description

JPMorgan Chase & Co. in a Chase Branch is seeking a Relationship Banker to represent our brand with hospitality, using banking solutions and fintech to deliver personalized service.

You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet their needs and support branch success. The role emphasizes educating clients about technology, maintaining regulatory compliance, and collaborating with experts to address complex financial needs.