Relationship Banker: Trusted Financial Solutions Pro

JP Morgan Chase

Lancaster (CA)

On-site

USD 52,000 - 76,000

Full time

9 days ago

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Job summary

JP Morgan Chase is seeking a Relationship Banker to represent the Chase brand in a branch setting, delivering welcoming, knowledgeable service and leveraging technology to meet clients’ financial needs. You will lead efforts to acquire, manage, and retain relationships while ensuring compliance and a high standard of customer care.

The role requires strong communication, the ability to work flexible branch hours, and the capacity to educate clients on Chase solutions.

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services with proven success.
  • Ability to create memorable client experiences and elevate service.
  • Excellent communication skills, both in person and over the phone.
  • Ability to resolve client issues with attention to detail and consistency.
  • Operate within risk parameters and complete required training.
  • High school diploma or foreign equivalent; licenses (SIE, Series 6, 63, Life) per JPMorganChase program.

Responsibilities

  • Put clients first and deliver attentive, friendly service.
  • Manage assigned clients, meet with them in person and by phone, grow relationships.
  • Engage in clear, polite communication to understand needs and build trust.
  • Educate clients on technology solutions (Chase Mobile, Chase.com, ATMs).
  • Learn products and procedures quickly and advise on banking solutions with specialists.
  • Adhere to policies, procedures and regulatory requirements.

Skills

Sales experience
Client relationship building
Communication skills
Regulatory compliance awareness
Problem solving
Customer service

Education

High school diploma
College degree

Job description

JP Morgan Chase is seeking a Relationship Banker to represent the Chase brand in a branch setting, delivering welcoming, knowledgeable service and leveraging technology to meet clients’ financial needs. You will lead efforts to acquire, manage, and retain relationships while ensuring compliance and a high standard of customer care.

The role requires strong communication, the ability to work flexible branch hours, and the capacity to educate clients on Chase solutions.

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