Trusted Financial Advisor — Relationship Banker

JP Morgan Chase; San Francisco (CA); On-site; USD 52,000 - 78,000; Full time

Job summary

Chase is hiring a Relationship Banker to represent our brand with hospitality, leveraging banking solutions and fintech to meet clients’ financial needs. You will acquire, manage, and retain relationships within the branch, delivering thoughtful solutions and superior service.

Responsibilities include proactive client meetings, explaining products, and guiding clients to technology tools like Chase Mobile App and Chase.com, while complying with banking regulations and risk controls.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

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

Relationship building

Sales experience

Excellent communication

Customer service

Education

High school diploma or GED

Job description

Chase is hiring a Relationship Banker to represent our brand with hospitality, leveraging banking solutions and fintech to meet clients’ financial needs. You will acquire, manage, and retain relationships within the branch, delivering thoughtful solutions and superior service.

Responsibilities include proactive client meetings, explaining products, and guiding clients to technology tools like Chase Mobile App and Chase.com, while complying with banking regulations and risk controls.