Relationship Banker: Elevate Client Experience & Solutions

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

Job summary

JPMorganChase in San Diego, CA, is seeking a Relationship Banker to deliver exceptional hospitality while using banking solutions to meet clients' financial needs. You will acquire, manage, and retain client relationships, guiding them to relevant products and services with a consultative approach.

The role requires a proactive, client-centric mindset, compliance with regulatory standards, and the ability to work branch hours including weekends. Training and licensing support are provided.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Ability to create memorable client experiences and tailor solutions.
• Excellent communication, both in person and over the phone.
• Strong attention to detail and issue resolution within risk parameters.
• Must meet licensing requirements or be willing to obtain licenses.

Responsibilities

• Put clients first, delivering attentive, friendly service in a welcoming environment.
• Manage assigned clients, meeting with them in person and by phone to deepen relationships.
• Explain product features and benefits to fit client needs and goals.
• Educate clients on technology tools like mobile app, online banking, and ATMs.
• Collaborate with experts to address complex financial needs and advisory opportunities.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorganChase in San Diego, CA, is seeking a Relationship Banker to deliver exceptional hospitality while using banking solutions to meet clients' financial needs. You will acquire, manage, and retain client relationships, guiding them to relevant products and services with a consultative approach.

The role requires a proactive, client-centric mindset, compliance with regulatory standards, and the ability to work branch hours including weekends. Training and licensing support are provided.