Relationship Banker: Build Lasting Client Relationships

JPMorganChase; Carmel-by-the-Sea (CA); On-site; USD 52,000 - 70,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker at a Chase Branch to build and manage meaningful client relationships using financial knowledge and tech solutions. You will lead with hospitality and connect clients to specialists for complex needs, while upholding regulatory standards and strong risk management.

The role emphasizes acquiring, managing, and retaining clients, with a focus on delivering personalized financial solutions and a superior customer experience in a branch setting.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven success.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills in person and over the phone.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them regularly to build relationships, understand needs, and tailor recommendations.
• Communicate clearly to understand client needs, build trust, and anticipate future requirements.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs for convenient banking.
• Learn products and procedures quickly to consult on solutions and connect clients to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Education

High school diploma

Job description

JPMorganChase is seeking a Relationship Banker at a Chase Branch to build and manage meaningful client relationships using financial knowledge and tech solutions. You will lead with hospitality and connect clients to specialists for complex needs, while upholding regulatory standards and strong risk management.

The role emphasizes acquiring, managing, and retaining clients, with a focus on delivering personalized financial solutions and a superior customer experience in a branch setting.