Relationship Banker – In-Branch Client Specialist

JPMorgan Chase & Co.; Cupertino (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Relationship Banker to represent our brand and deliver hospitality-driven service in a Chase branch. You will acquire, manage, and retain client relationships, using financial knowledge to offer solutions that address needs and simplify lives.

You will educate clients on technology and work with a team of experts to meet complex financial needs while maintaining compliance with banking regulations.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills, in person and by phone, tailoring benefits to needs.
• Ability to resolve client issues with attention to detail and consistent service.
• Operate within risk parameters and meet compliance requirements, including training.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and meet with them regularly to build lasting relationships.
• Engage in clear, consultative communication to understand and address client needs.
• Educate clients on technology like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions with the team.
• Adhere to policies and regulatory banking requirements.

Skills

Sales experience

Communication skills

Relationship building

Financial services knowledge

Customer service

Education

High school diploma or GED

SIE exam, FINRA Series 6

State registration & Life licenses

NMLS SAFE Act registration

Job description

JPMorgan Chase & Co. in California is seeking a Relationship Banker to represent our brand and deliver hospitality-driven service in a Chase branch. You will acquire, manage, and retain client relationships, using financial knowledge to offer solutions that address needs and simplify lives.

You will educate clients on technology and work with a team of experts to meet complex financial needs while maintaining compliance with banking regulations.