Relationship Banker — Build Lasting Client Relationships

JPMorganChase; Beverly Hills (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in Beverly Hills, CA seeks a Relationship Banker to represent Chase in-branch, acquire, manage, and retain client relationships using banking solutions and technology.

The role emphasizes delivering memorable hospitality, understanding financial needs, and coordinating with a team of experts to address complex financial goals. Branch hours may include weekends and some evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and accuracy.
• Ability to operate within risk parameters and complete required training.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and meet clients’ needs.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult on banking solutions and connect clients to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client communication

Problem solving

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorganChase in Beverly Hills, CA seeks a Relationship Banker to represent Chase in-branch, acquire, manage, and retain client relationships using banking solutions and technology.

The role emphasizes delivering memorable hospitality, understanding financial needs, and coordinating with a team of experts to address complex financial goals. Branch hours may include weekends and some evenings.