
Posted 18 hours ago
Relationship Banker
JPMorgan Chase & Co.
Requirements
1+ year sales experience in Retail Banking or Financial Services, High school degree, GED, or foreign equivalent, SIE, FINRA Series 6, and state registration required, Ability to work branch hours including weekends and evenings
Skills
BankingSales
About the role
Responsibilities
- Manage and retain client relationships by proactively meeting with them in person and over the phone
- Deliver attentive and friendly service to create a welcoming branch environment
- Provide consultative communication to understand client needs and recommend tailored financial products
- Educate clients on digital banking solutions, including the Chase Mobile App and Chase.com
- Collaborate with internal experts to connect clients with specialized financial services
- Adhere to all banking policies, procedures, and regulatory requirements
Requirements
- 1+ year of sales experience in Retail Banking, Financial Services, or a related industry
- High school degree, GED, or foreign equivalent
- Ability to obtain SIE, FINRA Series 6, state registration, and Life licenses within 180 days of hire
- Strong communication skills and the ability to resolve client issues with attention to detail
- Ability to work branch hours, including weekends and some evenings
Preferred Qualifications
- College degree or military equivalent
- Previous experience adhering to banking policies, procedures, and regulatory requirements
Benefits
- Competitive total rewards package including base salary and potential incentive compensation
- Comprehensive health care coverage
- Retirement savings plan
- Tuition reimbursement and mental health support
- Financial coaching and backup childcare options
About the Company
Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals. Our Consumer & Community Banking division provides a wide range of services, including personal banking, credit cards, mortgages, and investment advice, all while maintaining a focus on customer satisfaction and digital innovation.
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JPMorgan Chase & Co. · San Rafael
