Relationship Banker: Trusted Financial Advisor

JPMorgan Chase & Co.; Bakersfield (CA); Vor Ort; USD 48.000 - 60.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in California seeks a Relationship Banker to deliver warm hospitality and build lasting client relationships at a Chase Branch. You will use banking solutions and fintech to address client needs and support the branch's success.

You will acquire, manage, and retain clients, educate them on digital tools, and collaborate with experts to serve specialized financial needs while adhering to regulatory requirements.

Qualifikationen

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients and elevate service.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Meet risk/compliance obligations and complete required training.
• Licensing requirements or progress toward SIE, Series 6, and Life licenses.

Aufgaben

• Put clients first and exceed their expectations with friendly service.
• Manage assigned clients and meet with them to build relationships.
• Explain products and services to meet clients' financial needs.
• Educate clients on technology solutions like mobile app and online banking.
• Refer clients to specialists for complex financial needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Kenntnisse

Sales experience

Client relationship building

Excellent communication

Regulatory compliance

Risk awareness

Customer service mindset

Time management

Ausbildung

High school degree

College degree or military equivalent

Jobbeschreibung

JPMorgan Chase & Co. in California seeks a Relationship Banker to deliver warm hospitality and build lasting client relationships at a Chase Branch. You will use banking solutions and fintech to address client needs and support the branch's success.

You will acquire, manage, and retain clients, educate them on digital tools, and collaborate with experts to serve specialized financial needs while adhering to regulatory requirements.