Relationship Banker: Trusted Financial Guide

Testing Site - JPMC; Vista (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality, using banking solutions and fintech to serve clients. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to address their financial needs.

You will collaborate with a team of experts to help clients while adhering to regulatory requirements and internal risk

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Ability to create memorable client experiences and elevate service.
• Clear, courteous communication to tailor product benefits to client needs.
• Ability to resolve client issues with attention to detail and risk compliance.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them in person or by phone to build relationships.
• Communicate clearly to understand and anticipate client needs.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly to effectively consult with clients and refer to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship management

Excellent communication

Regulatory awareness

Education

High school diploma or equivalent

Job description

JPMorgan Chase in the United States is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality, using banking solutions and fintech to serve clients. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to address their financial needs.

You will collaborate with a team of experts to help clients while adhering to regulatory requirements and internal risk