Relationship Banker & Financial Solutions Advisor

JP Morgan Chase

Santa Cruz (CA)

On-site

USD 45,000 - 65,000

Full time

40 hours ago

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Job summary

JP Morgan Chase is hiring a Relationship Banker to represent Chase with hospitality, build lasting client relationships, and leverage digital banking solutions to meet financial needs. You will engage clients in person and by phone, explain banking options, and collaborate with specialists to address complex financial goals.

The role requires strong communication, a sales mindset, and adherence to banking regulations.

Qualifications

1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in acquiring new clients and deepening relationships.
Ability to create memorable client experiences and elevate service.
Excellent communication skills, both in person and on the phone, tailoring features and benefits to client needs.
Ability to resolve client issues with attention to detail while maintaining a consistent client experience.
Operate within risk parameters and complete required training.

Responsibilities

Put clients first and exceed their expectations with attentive service.
Manage assigned clients, meet with them, and tailor product recommendations.
Engage in clear, consultative communication to understand client needs.
Educate clients on technology solutions like Chase Mobile App and Chase.com.
Learn products and procedures to consult on banking solutions and connect clients to experts.
Adhere to banking policies, procedures, and regulatory requirements.