Relationship Banker: Build Lasting Client Connections

JPMorganChase

San Francisco (CA)

On-site

USD 55,000 - 75,000

Full time

3 days ago

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Job summary

JPMorganChase in San Francisco, CA is seeking a Relationship Banker to help clients with banking solutions, foster lasting relationships, and provide hospitality and guidance using digital tools. You will meet clients in person and by phone, understand their financial needs, educate them on products, and collaborate with a team while adhering to risk and regulatory requirements.

The role requires sales experience, strong communication, and the ability to work weekends/evenings.

Qualifications

1+ year of sales experience in Retail Banking or related industries.
Strong client relationship and communication skills.
Work hours including weekends and some evenings.

Responsibilities

Put clients first and deliver attentive, friendly service in a welcoming environment.
Manage assigned clients, meet with them to build lasting relationships, and tailor product recommendations.
Communicate clearly to understand client needs, build trust, and anticipate financial requirements.
Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) to help with banking needs.
Learn products and procedures quickly to consult clients and connect them to experts for specialized needs.
Adhere to policies, procedures, and regulatory banking requirements.