Relationship Banker: Client-First Banking & Tech

JPMorgan Chase & Co.; Santa Cruz (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in California’s Santa Cruz region is seeking a Relationship Banker to represent our brand with warmth, using the latest banking solutions and technology.

You will take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to offer thoughtful solutions and build trust. You will educate clients on Chase Mobile App, Chase.com, and in-branch services, collaborate with our team of experts for complex needs, and ensure compliance with

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven client acquisition and relationship growth.
• Excellent communication skills, in person and on the phone, with ability to tailor solutions for diverse clients.
• Strong client service mindset and ability to resolve issues with attention to detail and compliance.
• Ability to work within risk parameters and complete required training.
• HS diploma, GED, or foreign equivalent; licensure requirements may apply.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them regularly to understand financial needs and offer solutions.
• Communicate clearly to build trust and tailor product recommendations.
• Educate clients on Chase mobile and online tools and connect them with specialists when needed.
• Learn products and procedures quickly to consult on banking solutions and ensure regulatory compliance.
• Adhere to policies and regulatory requirements.

Skills

Sales experience

Client service

Communication skills

Regulatory compliance

Problem solving

Education

HS diploma/GED

Job description

JPMorgan Chase & Co. in California’s Santa Cruz region is seeking a Relationship Banker to represent our brand with warmth, using the latest banking solutions and technology.

You will take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to offer thoughtful solutions and build trust. You will educate clients on Chase Mobile App, Chase.com, and in-branch services, collaborate with our team of experts for complex needs, and ensure compliance with