Relationship Banker: Build Lasting Client Partnerships

Aumni; Chino Hills (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker to deliver hospitable, client-focused service at a Chase branch. You will leverage banking solutions, technology, and advisory support to meet each client's needs and build lasting relationships.

Responsibilities include meeting with clients in person and by phone, educating them on products, and collaborating with specialists to address complex financial needs, all while adhering to regulatory requirements and risk controls.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Ability to create memorable experiences for clients.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients and meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand client needs.
• Educate clients to use technology solutions like mobile apps and online banking.
• Learn products and procedures quickly to consult on banking solutions.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Risk/compliance understanding

Time management

Education

High School Diploma or equivalent

SIE certification & FINRA Series 6/63 eligibility

Job description

JPMorganChase is seeking a Relationship Banker to deliver hospitable, client-focused service at a Chase branch. You will leverage banking solutions, technology, and advisory support to meet each client's needs and build lasting relationships.

Responsibilities include meeting with clients in person and by phone, educating them on products, and collaborating with specialists to address complex financial needs, all while adhering to regulatory requirements and risk controls.