Relationship Banker

About the role

Full-time Relationship Banker at the Chase branch in Encino. Take a lead role in acquiring, managing, and retaining client relationships using financial knowledge and banking solutions.

What you'll do

• Build lasting relationships with clients through in-person and phone meetings
• Understand financial needs and tailor product and service recommendations
• Educate clients on digital solutions (Chase Mobile App, Chase.com, ATMs)
• Collaborate with specialists for clients with complex financial needs
• Adhere to policies, procedures, and regulatory banking requirements

Requirements

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries
• Excellent communication skills; ability to tailor solutions to differing needs
• High school degree, GED, or foreign equivalent
• SIE exam, FINRA Series 6, state registration, and Life licenses (or obtain within 180 days via JPMC's program)
• NMLS registration under the SAFE Act
• Ability to work branch hours including weekends and some evenings

Preferred qualifications

• College degree or military equivalent
• Experience adhering to banking policies and regulatory requirements

Pay

No salary posted. Full-time.