Relationship Banker: Elevate Client Experience

JPMorgan Chase & Co.; San Jose (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. seeks an Associate Relationship Banker for a Chase Branch to deliver exceptional hospitality, leverage banking solutions, and help clients with their financial needs.

You will welcome walk-ins and scheduled clients, provide thoughtful financial guidance, and connect them to our team of experts for specialized needs. This role emphasizes compliance and customer-centric service.

Qualifications

• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters and comply with training requirements.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Client experience

Communication skills

Issue resolution

Risk/compliance awareness

Work hours flexibility

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. seeks an Associate Relationship Banker for a Chase Branch to deliver exceptional hospitality, leverage banking solutions, and help clients with their financial needs.

You will welcome walk-ins and scheduled clients, provide thoughtful financial guidance, and connect them to our team of experts for specialized needs. This role emphasizes compliance and customer-centric service.