Relationship Banker – Brea Market – Diamond Bar, CA

Location: Diamond Bar, CA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker in the Brea Market at our Diamond Bar, CA branch, you will play a pivotal role in delivering JP Morgan Chase's renowned client experience, rooted in hospitality and personalized financial guidance. In this dynamic position, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions tailored to their unique needs. From everyday transactions to complex financial planning, you will embody Chase's commitment to excellence, fostering loyalty and trust in one of the nation's leading financial institutions. This role is ideal for motivated professionals passionate about empowering clients in the vibrant Diamond Bar community to achieve their financial goals. Your day-to-day responsibilities will include engaging with walk-in and scheduled clients to uncover opportunities for growth, such as opening new accounts, refinancing loans, or introducing investment options through Chase Wealth Management. You will leverage JP Morgan Chase's cutting-edge digital tools to streamline services, ensuring seamless integration between in-branch and online experiences. Compliance and risk management are paramount; you will adhere to all regulatory standards while maintaining the highest levels of accuracy and confidentiality. Collaboration with fellow team members will be key to creating a welcoming branch atmosphere that reflects Chase's global reputation for innovation and reliability. Joining JP Morgan Chase means more than a job—it's an opportunity to advance your career in financial services with unparalleled support and resources. We value diversity and inclusion, offering a supportive environment where your contributions directly impact clients' lives and the local economy in Diamond Bar. With competitive compensation, robust benefits, and pathways for professional growth, this position positions you at the forefront of banking excellence.

Key Responsibilities

• Engage clients in the Brea Market branch to understand their financial needs and recommend personalized banking solutions from JP Morgan Chase's portfolio
• Process transactions accurately and efficiently, including deposits, withdrawals, and loan applications, while adhering to Chase's risk management protocols
• Build and maintain long-term client relationships through proactive outreach, follow-ups, and exceptional hospitality aligned with Chase's client-first philosophy
• Identify opportunities to deepen client relationships by cross-selling products like credit cards, mortgages, and investment services
• Educate clients on digital banking tools, such as the Chase Mobile app and online platforms, to enhance their financial wellness
• Ensure compliance with federal and state banking regulations, including anti-money laundering (AML) and Know Your Customer (KYC) procedures
• Collaborate with branch team members to achieve sales goals and deliver a seamless client experience in the Diamond Bar location
• Monitor client accounts for potential issues and provide timely resolutions to uphold Chase's reputation for reliability
• Participate in community events in Diamond Bar to promote JP Morgan Chase's commitment to local financial inclusion
• Maintain accurate records and documentation in Chase's core banking systems for audit and reporting purposes

Required Qualifications

• High school diploma, GED, or equivalent work experience
• At least 1 year of experience in a customer-facing role within financial services or retail banking
• Strong understanding of banking products and services, including deposits, loans, and digital banking tools
• Ability to work flexible hours, including evenings and weekends, to meet client needs
• Proficiency in Microsoft Office Suite and basic computer navigation
• Valid driver's license and reliable transportation for branch coverage in the Brea Market area
• Compliance with all regulatory requirements, including background checks and FINRA registrations if applicable

Preferred Qualifications

• Bachelor's degree in finance, business administration, or a related field
• 2+ years of experience as a banker or teller in a high-volume branch environment
• Bilingual proficiency in English and Spanish to serve the diverse Diamond Bar community
• Experience with sales targets and client relationship management in a competitive banking market
• Certification in financial services, such as Certified Banker's Trust or similar

Required Skills

• Exceptional customer service and interpersonal communication skills
• Sales acumen and ability to meet or exceed revenue targets
• Proficiency in financial product knowledge, including checking, savings, and lending options
• Strong problem-solving and conflict resolution abilities
• Attention to detail for accurate transaction processing and compliance
• Digital literacy in banking software and mobile applications
• Time management and multitasking in a fast-paced branch environment
• Empathy and active listening to build trust with diverse clients
• Analytical skills for assessing client financial needs
• Team collaboration and leadership in group settings
• Adaptability to changing regulatory and market conditions
• Basic financial planning and advisory capabilities
• Cultural sensitivity for serving multicultural communities in Diamond Bar
• Organizational skills for managing client portfolios
• Resilience under pressure during peak branch hours

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with up to 5% company match and immediate vesting
• Generous paid time off, including vacation, sick days, and 16 weeks of paid parental leave
• Tuition reimbursement up to $5,000 annually for professional development and education
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym membership reimbursements and mental health support
• Performance-based bonuses and incentives tied to branch and individual goals
• Access to Chase's employee assistance program for financial counseling and life services

JP Morgan Chase is an equal opportunity employer.