Relationship Banker: Grow Client Relationships & Solutions

JPMorganChase

San Francisco (CA)

On-site

USD 55,000 - 85,000

Full time

3 days ago
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Job summary

JPMorgan Chase in San Francisco is seeking a Relationship Banker to represent the brand with hospitality, manage client relationships, and offer thoughtful financial solutions. You will engage clients, understand their needs, and promote Chase products and digital tools to enhance their banking experience.

The role requires banking experience, strong communication, and compliance with regulatory requirements while delivering proactive, personalized service in a branch setting.

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
  • Excellent communication skills, both in person and over the phone.
  • Ability to resolve client issues with attention to detail.
  • Operate within risk parameters and complete required training.

Responsibilities

  • Put clients first and exceed expectations—deliver attentive, friendly service in a welcoming environment.
  • Manage assigned clients and proactively meet with them to build lasting relationships and tailor recommendations.
  • Engage in clear, consultative communication to understand clients and anticipate their needs.
  • Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs.
  • Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Communication skills
Client relations
Regulatory compliance

Education

High school diploma
GED

Job description

JPMorgan Chase in San Francisco is seeking a Relationship Banker to represent the brand with hospitality, manage client relationships, and offer thoughtful financial solutions. You will engage clients, understand their needs, and promote Chase products and digital tools to enhance their banking experience.

The role requires banking experience, strong communication, and compliance with regulatory requirements while delivering proactive, personalized service in a branch setting.

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