Relationship Banker: Build Lasting Client Solutions

Fairygodboss; San Francisco (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in San Francisco seeks a Relationship Banker to represent the Chase brand with hospitality and cutting-edge financial technology. You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions that address their needs and simplify their lives.

The role requires sales experience in retail banking, excellent communication, and the ability to work weekends. Compliance with regulations and continuous training are essential for success.

Qualifications

• High school degree, GED, or foreign equivalent.
• The SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
• All unlicensed applicants must obtain licenses through JPMorganChase's licensing program within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.
• Experience in retail banking with success in establishing new clients and deepening relationships.

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 relationship management

Regulatory compliance

Financial knowledge

Problem solving

Education

High School Diploma or GED

Job description

JPMorganChase in San Francisco seeks a Relationship Banker to represent the Chase brand with hospitality and cutting-edge financial technology. You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions that address their needs and simplify their lives.

The role requires sales experience in retail banking, excellent communication, and the ability to work weekends. Compliance with regulations and continuous training are essential for success.