Relationship Banker: Elevate Client Experiences with Tech

JPMorganChase; Pasadena (CA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase branch in Pasadena, CA. You will represent the brand with hospitality, acquiring, managing, and retaining client relationships using financial knowledge and technology tools.

You will consult on banking solutions, adhere to regulatory requirements, and collaborate with product experts to meet client needs, including weekends and some evenings. Strong communication and service orientation are essential.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and comply with training requirements.
• High school diploma or GED.
• SIE exam, Series 6, and state registrations; licensing required within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions and connect to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory Compliance

Financial knowledge

Team collaboration

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase branch in Pasadena, CA. You will represent the brand with hospitality, acquiring, managing, and retaining client relationships using financial knowledge and technology tools.

You will consult on banking solutions, adhere to regulatory requirements, and collaborate with product experts to meet client needs, including weekends and some evenings. Strong communication and service orientation are essential.