Relationship Banker: Elevate Client Relationships

JPMorganChase

Los Angeles (CA)

On-site

USD 60,000 - 75,000

Full time

3 days ago
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Job summary

JPMorganChase is seeking a Relationship Banker in Los Angeles, CA. You will represent the Chase brand, cultivate relationships, and provide thoughtful financial solutions to clients while leveraging digital tools.

Responsibilities include meeting with clients, understanding their financial needs, and guiding them to suitable products. The role requires at least 1 year in sales, strong communication, and ability to work weekends and some evenings.

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
  • Ability to create memorable experiences for clients and elevate the client experience.
  • Excellent communication skills, both in person and over the phone, with ability to tailor features and benefits to differing needs.
  • Ability to resolve client issues with attention to detail while providing a consistent client experience.
  • Operate within established risk parameters/tolerances and meet compliance obligations, including required training.
  • Licensing requirements: SIE, FINRA Series 6, state registration (63 if required), Life licenses; unlicensed applicants must obtain licenses within 180 days.

Responsibilities

  • Put clients first and exceed their expectations with attentive, friendly service.
  • Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
  • Engage in clear, consultative communication to understand and help clients, building trust.
  • Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs to meet banking needs.
  • Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Excellent communication
Customer relationship
Regulatory/compliance aware

Education

High school diploma

Job description

JPMorganChase is seeking a Relationship Banker in Los Angeles, CA. You will represent the Chase brand, cultivate relationships, and provide thoughtful financial solutions to clients while leveraging digital tools.

Responsibilities include meeting with clients, understanding their financial needs, and guiding them to suitable products. The role requires at least 1 year in sales, strong communication, and ability to work weekends and some evenings.

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