Relationship Banker: Build Lasting Client Partnerships

Next Frontier Capital; Los Angeles (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase in Los Angeles is seeking a Relationship Banker at a Chase Branch to deliver hospitality, build lasting client relationships, and offer financial solutions leveraging digital tools.

Responsibilities include meeting clients, understanding needs, coordinating with experts, and adhering to regulatory requirements. The role requires licensing steps (SIE, Series 6, state registrations) and branch hours including weekends, with a competitive rewards package.

Qualifications

• 1+ year of sales experience in Retail Banking
• Ability to create memorable experiences for our clients
• Excellent communication skills
• Ability to resolve client issues with attention to detail
• Operate within established risk parameters and complete required training
• High school degree or GED or foreign equivalent
• SIE, FINRA Series 6, state registration (63 if required), Life licenses – must obtain within 180 days of hire
• Ability to work branch hours including weekends and some evenings
• College degree or military equivalent
• Experience adhering to banking policies, procedures, and regulatory requirements

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• 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

Sales experience

Communication skills

Client-focused

Regulatory compliance

Education

High school diploma

SIE exam

Job description

JPMorganChase in Los Angeles is seeking a Relationship Banker at a Chase Branch to deliver hospitality, build lasting client relationships, and offer financial solutions leveraging digital tools.

Responsibilities include meeting clients, understanding needs, coordinating with experts, and adhering to regulatory requirements. The role requires licensing steps (SIE, Series 6, state registrations) and branch hours including weekends, with a competitive rewards package.