Relationship Banker: Personal Finance Solutions

JPMorgan Chase & Co.; San Jose (CA); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase & Co. in San Jose seeks an Associate Relationship Banker to welcome clients, assess financial needs, and offer thoughtful banking solutions. You will use Chase Mobile App and Chase.com to enhance service and encourage digital adoption while maintaining strong adherence to bank policies and regulatory requirements.

The role emphasizes relationship-building, clear communication, and teamwork within the branch to support client success and branch goals.

Qualifications

• High school diploma or GED; willingness to learn and comply with banking regulations.
• Strong customer service mindset with ability to tailor solutions.
• Ability to communicate clearly and professionally with clients and teammates.

Responsibilities

• Put clients first and exceed expectations with attentive, friendly service.
• Engage in consultative communication to understand client needs and build trust.
• Assist walk-in and scheduled clients, in person or by phone, to strengthen relationships.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products, services, and procedures to counsel clients and coordinate with specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Client service

Excellent communication

Regulatory compliance

Sales skills

Education

High school diploma

Tools

Chase Mobile App

Chase.com

Job description

JPMorgan Chase & Co. in San Jose seeks an Associate Relationship Banker to welcome clients, assess financial needs, and offer thoughtful banking solutions. You will use Chase Mobile App and Chase.com to enhance service and encourage digital adoption while maintaining strong adherence to bank policies and regulatory requirements.

The role emphasizes relationship-building, clear communication, and teamwork within the branch to support client success and branch goals.