Tech-Savvy Relationship Banker

JPMorganChase; Ramona (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Commission-based pay

Discretionary incentive compensation

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch to welcome clients and deliver personalized banking solutions. You will manage client relationships, educate customers on digital tools, and collaborate with specialists to address complex financial needs.

The role requires licensing and weekend/evening hours, with a focus on high-quality, compliant service. As a trusted advisor, you will leverage Chase technology to enhance the client experience, while upholding bank policies and

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication skills for in-person and phone interactions.
• Willingness to work weekends/evenings.
• SIE, FINRA Series 6, state registration (63 if required), and Life licenses required or obtained within 180 days.

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 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

Customer service

Communication skills

Regulatory compliance

Financial knowledge

Problem solving

Time management

Education

High school diploma

Tools

CRM software

Chase Mobile App

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch to welcome clients and deliver personalized banking solutions. You will manage client relationships, educate customers on digital tools, and collaborate with specialists to address complex financial needs.

The role requires licensing and weekend/evening hours, with a focus on high-quality, compliant service. As a trusted advisor, you will leverage Chase technology to enhance the client experience, while upholding bank policies and