Relationship Banker - Kraemer - Brea, CA

Location: Brea, CA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JPMorgan Chase's Kraemer branch in Brea, CA, you will play a pivotal role in delivering exceptional client experiences that reflect our unwavering commitment to hospitality and personalized care. In this dynamic position within the Relationship Bankers category, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions including checking and savings accounts, credit cards, mortgages, and investment options. Your focus will be on building lasting relationships by deeply understanding each client's unique financial goals and providing tailored recommendations that align with JPMorgan Chase's renowned expertise in the financial services industry. This role demands a client-centric approach, where every interaction contributes to fostering trust and loyalty in a competitive market. Key to success in this position is your ability to proactively identify opportunities to enhance clients' financial well-being, such as cross-selling innovative products like Chase Secure Banking or introducing them to our wealth management services through J.P. Morgan Private Bank. You will collaborate closely with branch colleagues, including specialists in lending and investments, to deliver seamless solutions while ensuring all activities comply with federal and state regulations, including those from the FDIC and SEC. In the vibrant community of Brea, CA, you will also engage in local initiatives to strengthen JPMorgan Chase's presence, promoting financial literacy and supporting economic growth. This role offers a rewarding opportunity to grow your career in a supportive environment that values innovation and professional development. JPMorgan Chase is an equal opportunity employer committed to diversity and inclusion, and we provide comprehensive training to equip you with the tools needed to excel. If you are passionate about finance, thrive in client-facing roles, and are eager to contribute to a global leader in banking, join our team and help shape the financial futures of our clients in Brea and beyond.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial needs and providing tailored banking solutions
• Deliver exceptional client experiences through personalized service, embodying JPMorgan Chase's hospitality standards
• Open and manage deposit accounts, loans, credit products, and investment services while ensuring compliance with regulations
• Identify opportunities to cross-sell JPMorgan Chase products such as Chase Sapphire credit cards, mortgages, and wealth management services
• Process transactions accurately and efficiently, including deposits, withdrawals, and wire transfers
• Educate clients on digital banking tools, fraud prevention, and financial wellness programs
• Collaborate with branch team members and specialists to resolve complex client inquiries
• Monitor client portfolios and proactively reach out with relevant financial advice
• Maintain accurate records and adhere to all JPMorgan Chase policies on privacy and security
• Participate in community outreach events in Brea, CA, to enhance JPMorgan Chase's local presence

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of customer service experience in a retail or financial services environment
• Valid driver's license and ability to travel to client locations as needed
• Strong understanding of banking products and services, including deposits, loans, and investments
• Ability to work flexible hours, including evenings and weekends, to meet client needs
• Compliance with all regulatory requirements, including FINRA and state banking licenses where applicable
• Proficiency in Microsoft Office Suite and basic financial software

Preferred Qualifications

• Previous experience as a banker or teller in a major financial institution
• Bilingual skills, particularly in Spanish, to serve diverse client base in Brea, CA
• Knowledge of JPMorgan Chase's digital banking platforms and mobile apps
• Certification in financial planning or customer relationship management (e.g., CFP or CRM designation)
• Experience in sales and cross-selling financial products

Required Skills

• Excellent communication and interpersonal skills for client interactions
• Strong sales acumen and ability to upsell financial products
• Proficiency in banking software and CRM systems like those used at JPMorgan Chase
• Analytical skills to assess client financial situations
• Attention to detail for accurate transaction processing
• Problem-solving abilities to handle client disputes and inquiries
• Time management and organizational skills in a fast-paced environment
• Knowledge of financial regulations and compliance standards
• Customer service orientation with empathy and patience
• Team collaboration and leadership potential
• Digital literacy, including mobile banking apps and online platforms
• Adaptability to changing market conditions in the financial services industry
• Ethical decision-making and integrity in handling sensitive financial data
• Basic financial planning and advisory skills

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and advanced degrees
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships, mental health support, and financial counseling
• Flexible work arrangements and hybrid options where applicable
• Access to exclusive JPMorgan Chase employee perks, such as discounted travel and cultural events

JP Morgan Chase is an equal opportunity employer.