Relationship Banker: Grow Client Relationships in Banking

JPMorganChase; Salinas (CA); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorganChase in California is seeking a Relationship Banker at a Chase Branch to deliver welcoming, personalized service, help clients select banking solutions, and build lasting relationships.

The role requires at least 1 year of sales experience in retail banking, strong communication skills, and the ability to work weekends; licensing includes SIE, Series 6, and Life licenses with JPM licensing program.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters/tolerances and meet compliance obligations, including training.
• High school degree, GED, or foreign equivalent.
• Licensing requirements: SIE, FINRA Series 6, state registration (including 63 if required), and Life licenses; license within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Use clear, consultative communication to understand clients and anticipate 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 policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Regulatory compliance

Education

High school diploma

Tools

Chase Mobile App

Chase.com

Job description

JPMorganChase in California is seeking a Relationship Banker at a Chase Branch to deliver welcoming, personalized service, help clients select banking solutions, and build lasting relationships.

The role requires at least 1 year of sales experience in retail banking, strong communication skills, and the ability to work weekends; licensing includes SIE, Series 6, and Life licenses with JPM licensing program.