Relationship Banker: Elevate Client Banking & Tech Solutions

JPMorgan Chase & Co.; Concord (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the branch, provide welcoming service, and grow meaningful client relationships.

You will use digital tools like Chase Mobile App and Chase.com to meet client needs and collaborate with our team of experts for complex financial solutions. The role emphasizes compliance with banking regulations, licensing requirements, and the ability to work branch hours including weekends.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success in acquiring new clients.
• Ability to create memorable client experiences and elevate service quality.
• Excellent oral and written communication, ability to tailor product benefits to client needs.
• Ability to resolve client issues with attention to detail while maintaining compliance.
• Operate within risk parameters and complete required training and licensing.
• High school diploma or equivalent; licensing requirements must be met within stated timelines.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand client needs, build trust, and anticipate financial requirements.
• Educate clients on technology solutions like Chase Mobile App and Chase.com to enhance banking convenience.
• Learn products, services, and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to regulatory banking requirements and internal policies.

Skills

Sales experience

Client relationships

Excellent communication

Regulatory compliance

Risk awareness

Education

High school diploma or GED

SIE exam; FINRA Series 6; Life licenses (or license plan)

NMLS SAFE Act registration (required)

Tools

Chase Mobile App

Chase.com & ATMs

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the branch, provide welcoming service, and grow meaningful client relationships.

You will use digital tools like Chase Mobile App and Chase.com to meet client needs and collaborate with our team of experts for complex financial solutions. The role emphasizes compliance with banking regulations, licensing requirements, and the ability to work branch hours including weekends.