Relationship Banker & Financial Solutions Advisor

JP Morgan Chase; Lancaster (CA); Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

JP Morgan Chase is seeking a Relationship Banker to welcome clients in our branch and help them achieve their financial goals. You will build trusted relationships by delivering thoughtful banking solutions and leveraging Chase technology to simplify banking for clients.

You’ll grow relationships by proactively meeting clients, understanding their needs, and guiding them to the right products and services while adhering to regulatory requirements. Weekend and some evenings hours apply.

Formación

• Experience in retail banking or financial services with proven client acquisition.
• Ability to present product features and benefits to diverse clients.
• Demonstrated compliance with banking regulations and risk controls.

Responsabilidades

• Develop and manage client relationships, expanding wallets.
• Engage with clients in branch and over the phone to understand needs.
• Educate clients on Chase digital tools and solutions.
• Adhere to policies, procedures, and regulatory requirements.
• Coordinate with specialists for complex financial needs.
• Work hours include weekends and some evenings.

Conocimientos

Sales experience

Client relationship management

Communication skills

Compliance awareness

Flexible hours

Educación

High school diploma or GED

FINRA Series 6 / SIE / state licenses

NMLS SAFE Act awareness

Descripción del empleo

JP Morgan Chase is seeking a Relationship Banker to welcome clients in our branch and help them achieve their financial goals. You will build trusted relationships by delivering thoughtful banking solutions and leveraging Chase technology to simplify banking for clients.

You’ll grow relationships by proactively meeting clients, understanding their needs, and guiding them to the right products and services while adhering to regulatory requirements. Weekend and some evenings hours apply.