Relationship Banker: Client Solutions & Service

JPMorgan Chase & Co.; South Lake Tahoe (CA); On-site; USD 48,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and cutting-edge financial technology.

You will lead in acquiring, managing, and retaining client relationships, using financial knowledge to provide thoughtful solutions for customers' needs and to help the branch succeed. The role emphasizes delivering a memorable client experience, cross-selling appropriate products, and operating within risk and compliance requirements.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail while complying with policies.

Responsibilities

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

Skills

Sales experience

Customer service

Communication skills

Risk compliance

Education

High school degree, GED, or foreign equivalent

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and cutting-edge financial technology.

You will lead in acquiring, managing, and retaining client relationships, using financial knowledge to provide thoughtful solutions for customers' needs and to help the branch succeed. The role emphasizes delivering a memorable client experience, cross-selling appropriate products, and operating within risk and compliance requirements.