Relationship Banker: Trusted Financial Partner

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Relationship Banker to welcome clients, understand their financial goals, and deliver tailored banking solutions in a busy branch.

You will build lasting relationships by providing attentive service and leveraging digital tools to improve the client experience. In this role you will manage assigned clients, meet them across channels, explain product features, and connect them with specialists for complex needs while maintaining compliance and

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client experience

Communication skills

Issue resolution

Regulatory compliance

Flexible hours

Education

High school diploma or equivalent

College degree or military equivalent

Licensing: SIE, Series 6, state registrations, Life licenses

NMLS SAFE Act registration

Tools

NMLS licensing programs

Job description

JPMorgan Chase & Co. in San Francisco seeks a Relationship Banker to welcome clients, understand their financial goals, and deliver tailored banking solutions in a busy branch.

You will build lasting relationships by providing attentive service and leveraging digital tools to improve the client experience. In this role you will manage assigned clients, meet them across channels, explain product features, and connect them with specialists for complex needs while maintaining compliance and