Relationship Banker: Elevate Client Experiences

JPMorganChase; Cupertino (CA); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker at a Chase Branch to represent the brand with hospitality, leveraging financial technology to serve clients. You will acquire, manage, and retain relationships, using your financial knowledge to offer thoughtful solutions and help clients meet their financial goals.

The role requires selling experience, strong communication, and the ability to work branch hours including weekends.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Excellent communication skills in person and by phone.
• Ability to resolve client issues with attention to detail.
• Work within risk parameters and complete required training.
• High school degree or equivalent. Lincensing requirements must be met per JPMorganChase program.

Responsibilities

• Put clients first and exceed their expectations with attentive, friendly service.
• Manage assigned clients, meet with them regularly in person or by phone to build relationships and tailor recommendations.
• Communicate clearly to understand and help clients, building trust.
• 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 policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Risk & compliance awareness

multitasking & attention to detail

Education

High school degree

Licensing prerequisites (SIE, Series 6, state registration)

Life licenses (preferred)

Job description

JPMorganChase is seeking a Relationship Banker at a Chase Branch to represent the brand with hospitality, leveraging financial technology to serve clients. You will acquire, manage, and retain relationships, using your financial knowledge to offer thoughtful solutions and help clients meet their financial goals.

The role requires selling experience, strong communication, and the ability to work branch hours including weekends.