Tech-Savvy Relationship Banker: Build Lasting Client Solutions

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Relationship Banker to join our branch team. You will represent our brand with hospitality while delivering tailored financial solutions to help clients meet their goals.

Your role focuses on acquiring, managing, and retaining client relationships through attentive service and smart product recommendations. You will use Chase Mobile App, Chase.com, and ATMs to assist clients and collaborate with a team of specialists for complex needs.

Qualifications

• 1+ year of sales experience in Retail Banking or related field with proven success in establishing new clients and deepening relationships.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, in person and over the phone, tailoring product features to client needs.
• Ability to resolve client issues with attention to detail and provide consistent client experience.
• Operate within risk parameters and comply with training, policies and regulatory obligations.
• Licensing requirements: SIE, FINRA Series 6, state registration; plan to obtain licenses within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person and by phone to build relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) for banking needs.
• Learn products and procedures to consult on banking solutions and connect clients to experts for complex needs.
• Adhere to regulatory and internal policies.

Skills

Sales experience

Customer experience

Communication skills

Issue resolution

Regulatory compliance

Flexible hours

Education

High school diploma

College degree or military equivalent

Tools

SIE exam

FINRA Series 6

NMLS licensing

Job description

JPMorgan Chase & Co. in San Francisco seeks a Relationship Banker to join our branch team. You will represent our brand with hospitality while delivering tailored financial solutions to help clients meet their goals.

Your role focuses on acquiring, managing, and retaining client relationships through attentive service and smart product recommendations. You will use Chase Mobile App, Chase.com, and ATMs to assist clients and collaborate with a team of specialists for complex needs.