Relationship Banker: Grow Client Relationships & Impact

JPMorganChase; Beverly Hills (CA); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Relationship Banker in Beverly Hills to engage clients, understand their financial needs, and offer suitable solutions. This role emphasizes customer service excellence and effective use of digital banking tools to enhance the client experience.

The successful candidate will have sales experience in retail banking, strong communication skills, and the ability to work flexible hours, including weekends.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Meet risk and compliance obligations including training.

Responsibilities

• Put clients first and deliver attentive service in a welcoming environment.
• Manage assigned clients, meet with them to build relationships and tailor offerings.
• 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 to consult on banking solutions and refer to specialists.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationships

Communication skills

Regulatory compliance

High school degree

Licensing (SIE, Series 6, 63, Life)

Weekend/evening availability

Digital banking tools (Chase Mobile)

Education

High school diploma or GED

Tools

Chase Mobile App

Chase.com

Job description

JPMorganChase is seeking a Relationship Banker in Beverly Hills to engage clients, understand their financial needs, and offer suitable solutions. This role emphasizes customer service excellence and effective use of digital banking tools to enhance the client experience.

The successful candidate will have sales experience in retail banking, strong communication skills, and the ability to work flexible hours, including weekends.