Relationship Banker: Elevate Client Experiences

Aumni; California; On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker at a Chase Branch to deliver exceptional client service, build lasting relationships, and help clients address financial needs using digital tools and personalized solutions.

The role requires compliance with regulatory requirements and licensing timelines, with flexibility to work branches during weekends and some evenings. A strong customer focus and communication skills are essential.

Qualifications

• 1+ year of sales in Retail Banking or related industry.
• Excellent client service and communication.
• Ability to meet training and licensing requirements within 180 days.
• Willingness to work weekends/evenings.
• Knowledge of Chase mobile app and digital banking is a plus.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships.
• Communicate clearly to tailor product and service recommendations.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products quickly and collaborate with experts to help with needs.
• Adhere to policies, procedures and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

SIE license

Series 6 license

Life license

Education

High school diploma

Job description

JPMorganChase is seeking a Relationship Banker at a Chase Branch to deliver exceptional client service, build lasting relationships, and help clients address financial needs using digital tools and personalized solutions.

The role requires compliance with regulatory requirements and licensing timelines, with flexibility to work branches during weekends and some evenings. A strong customer focus and communication skills are essential.