Relationship Banker & Financial Solutions Advisor

JPMorgan Chase & Co.; La Mesa (CA); Sur place; USD 45 000 - 70 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in California seeks a Relationship Banker to grow and manage client relationships in-branch. You will deliver hospitable service, leverage Chase digital tools, and offer thoughtful financial solutions to meet clients’ needs.

The role requires 1+ year of sales in retail banking, strong communication, and compliance with banking regulations. Weekend/evening hours apply, and licenses may be required within 180 days of hire.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry with proven client acquisition.
• Ability to create memorable experiences for clients and tailor product solutions.
• Excellent communication skills in person and over the phone.
• Resolve client issues with attention to detail and empathy.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• SIE, FINRA Series 6, state registrations and Life licenses required or obtained within 180 days.
• Availability to work branch hours including weekends and some evenings.

Responsabilités

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand needs and trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to experts for specialized needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Connaissances

Sales experience

Client relationships

Communication skills

Problem solving

Formation

High school diploma or GED

SIE exam

FINRA Series 6

State registration & Life licenses

Description du poste

JPMorgan Chase & Co. in California seeks a Relationship Banker to grow and manage client relationships in-branch. You will deliver hospitable service, leverage Chase digital tools, and offer thoughtful financial solutions to meet clients’ needs.

The role requires 1+ year of sales in retail banking, strong communication, and compliance with banking regulations. Weekend/evening hours apply, and licenses may be required within 180 days of hire.