Relationship Banker: Create Memorable Client Experiences

Aumni

Capitola (CA)

On-site

USD 55,000 - 75,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
On-site wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorgan Chase in Capitola, California is seeking an Associate Relationship Banker to welcome clients, provide tailored banking solutions, and uphold our hospitality-focused brand.

You will assist walk-in clients, explain Chase Mobile App and Chase.com features, and collaborate with specialists to address financial needs while adhering to regulatory requirements.

This role requires strong communication, service mindset, and flexibility to work extended branch hours.

Qualifications

  • Excellent client service skills to elevate the client experience.
  • Clear, consultative communication to tailor product benefits.
  • Ability to resolve client issues with attention to detail.
  • Willingness to work branch hours including weekends and some evenings.

Responsibilities

  • Put clients first and deliver attentive, friendly service in a welcoming environment.
  • Engage in consultative communication to understand needs and build trust.
  • Assist walk-in and scheduled clients in person and by phone to deepen relationships.
  • Educate clients on technology solutions like Chase Mobile App and Chase.com.
  • Learn products and procedures quickly to consult with clients and connect them to experts.
  • Adhere to banking policies, procedures, and regulatory requirements.

Skills

Customer service
Communication
Problem solving
Walk-in service

Education

High school diploma or GED

Tools

Chase Mobile App
Chase.com

Job description

JPMorgan Chase in Capitola, California is seeking an Associate Relationship Banker to welcome clients, provide tailored banking solutions, and uphold our hospitality-focused brand.

You will assist walk-in clients, explain Chase Mobile App and Chase.com features, and collaborate with specialists to address financial needs while adhering to regulatory requirements.

This role requires strong communication, service mindset, and flexibility to work extended branch hours.

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