Relationship Banker & Client Solutions Advisor

JPMorgan Chase & Co.; Rocklin (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Relationship Banker to build lasting client relationships and deliver attentive service using the latest banking technology.

You will lead client engagements, tailor product recommendations, and collaborate with our team of experts to meet financial needs. The role requires strong communication and a commitment to compliance, with flexibility for branch hours, including weekends and some evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven success.
• Ability to create memorable client experiences and elevate service quality.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and consistency.
• Operate within risk tolerances and complete required training.
• High school degree or equivalent required.
• Licensing requirements: SIE, FINRA Series 6, state registration; NMLS may be required.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive service in a welcoming environment.
• Manage and meet with assigned clients to build lasting relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures to consult on banking solutions with team support.
• Adhere to banking policies and regulatory requirements.

Skills

Sales experience

Client experience

Communication skills

Issue resolution

Risk and compliance

High school diploma or GED

Financial licensing readiness

Flexibility for hours

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in California seeks a Relationship Banker to build lasting client relationships and deliver attentive service using the latest banking technology.

You will lead client engagements, tailor product recommendations, and collaborate with our team of experts to meet financial needs. The role requires strong communication and a commitment to compliance, with flexibility for branch hours, including weekends and some evenings.