Relationship Banker: Build Lasting Client Connections

JPMorganChase; Capitola (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Financial coaching

Job summary

JPMorganChase is seeking an Associate Relationship Banker in a branch setting to welcome clients, understand their financial needs, and deliver thoughtful banking solutions. You will use Chase Mobile App, Chase.com, and ATMs to enhance the client experience and guide customers through products and services with professionalism.

The role emphasizes strong communication, relationship-building, and compliance with regulatory requirements, with weekend and evening hours as part of branch operations.

Qualifications

• High school diploma or GED or foreign equivalent.
• College degree or military equivalent is preferred.
• Excellent communication and client service skills required.
• Willing to work branch hours including weekends and some evenings.
• Solid understanding of basic banking products and policies.

Responsibilities

• Put clients first and exceed their expectations with friendly service in a welcoming environment.
• Engage in clear, polite communication to understand client needs and build trust.
• Assist walk-in and scheduled clients in person and over the phone to tailor product recommendations.
• Educate clients on technology solutions like the Chase Mobile App and Chase.com.
• Consult with clients about banking solutions and connect them with specialists as needed.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Communication

Customer service

Sales experience

Weekend/evening availability

Financial knowledge

Risk/compliance awareness

Education

High school diploma or GED

College degree or military equivalent

Tools

Chase Mobile App

Chase.com

ATMs

Job description

JPMorganChase is seeking an Associate Relationship Banker in a branch setting to welcome clients, understand their financial needs, and deliver thoughtful banking solutions. You will use Chase Mobile App, Chase.com, and ATMs to enhance the client experience and guide customers through products and services with professionalism.

The role emphasizes strong communication, relationship-building, and compliance with regulatory requirements, with weekend and evening hours as part of branch operations.