Relationship Banker: Client Growth & Tech-Savvy Solutions

JPMorgan Chase & Co.; Santa Ana (CA); On-site; USD 48,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Santa Ana is seeking a Relationship Banker to join Chase Branch. You will represent our brand with hospitality, use mobile and online tools, and build lasting client relationships by addressing financial needs and offering thoughtful solutions.

You will need to obtain required licenses within 180 days and work weekends/evenings. The role emphasizes compliance, teamwork, and delivering a superior client experience with our banking solutions.

Qualifications

• Sales experience in retail banking or financial services with proven results.
• Ability to deliver attentive, welcoming client experiences.
• Strong written and spoken communication with tailored recommendations.
• Compliance with risk and regulatory obligations.
• Ability to work weekends and evenings.
• Licensing requirements pursued within 180 days.

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

Customer service

Communication skills

Regulatory compliance

Licensing knowledge

Education

High school diploma

College degree (preferred)

Tools

Chase Mobile App

Chase.com

Job description

JPMorgan Chase & Co. in Santa Ana is seeking a Relationship Banker to join Chase Branch. You will represent our brand with hospitality, use mobile and online tools, and build lasting client relationships by addressing financial needs and offering thoughtful solutions.

You will need to obtain required licenses within 180 days and work weekends/evenings. The role emphasizes compliance, teamwork, and delivering a superior client experience with our banking solutions.