Relationship Banker: Crafting Trusted Financial Partnership

JPMorganChase; Millbrae (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch to welcome clients, build lasting relationships, and provide thoughtful financial solutions using modern banking tools.

You will manage client interactions in person and by phone, educate customers on Chase technology, and collaborate with specialists to meet varied financial needs. A high school diploma and licensing support are required.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and consistency.
• Ability to work within risk parameters and complete required training.

Responsibilities

• Put clients first with attentive, welcoming service.
• Manage assigned clients and meet with them to build lasting relationships.
• Communicate clearly to understand needs and tailor product recommendations.
• Educate clients on technology solutions like mobile apps and online banking.
• Learn products and procedures quickly and connect clients to experts for needs.
• Adhere to policies, procedures and regulatory requirements.

Skills

Sales experience

Excellent communication

Customer service

Regulatory compliance

Time management

Education

High school diploma or GED

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch to welcome clients, build lasting relationships, and provide thoughtful financial solutions using modern banking tools.

You will manage client interactions in person and by phone, educate customers on Chase technology, and collaborate with specialists to meet varied financial needs. A high school diploma and licensing support are required.