Relationship Banking Specialist

JP Morgan Chase; Los Angeles (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JP Morgan Chase is seeking a Branch Relationship Banker to represent the brand with hospitality and financial tech solutions. You will acquire, manage, and retain relationships, guiding clients to appropriate banking solutions and coordinating with specialists to address complex financial needs.

Responsibilities include proactive client meetings, tailored product recommendations, and educating clients on Chase digital tools.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in acquiring and retaining clients.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills in person and over the phone, tailoring features and benefits to clients' needs.
• Ability to resolve client issues quickly with attention to detail and consistency.
• Operate within risk parameters and meet compliance obligations, including required training.
• High school diploma or GED or foreign equivalent; licenses/applications must be obtained within 180 days of hire.
• SIE, FINRA Series 6, state registration (including 63 if required) and Life licenses are minimum requirements.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Communicate clearly and consultatively to understand client needs and build trust.
• Educate clients on technology solutions like mobile app, Chase.com, and ATMs for convenient access.
• Learn products and procedures quickly to advise on banking solutions and coordinate with specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer relationships

Communication skills

Regulatory compliance

Problem solving

Time management

Weekend/evening availability

Education

High school diploma or GED

College degree

Job description

JP Morgan Chase is seeking a Branch Relationship Banker to represent the brand with hospitality and financial tech solutions. You will acquire, manage, and retain relationships, guiding clients to appropriate banking solutions and coordinating with specialists to address complex financial needs.

Responsibilities include proactive client meetings, tailored product recommendations, and educating clients on Chase digital tools.