Client Banking & Relationship Advisor

Testing Site - JPMC; Falls Church (VA); On-site; USD 42,000 - 56,000; Full time

Job summary

Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and use banking solutions and technology to serve clients. You will lead efforts to acquire, manage, and retain meaningful relationships, using financial knowledge to address needs and simplify lives.

The role emphasizes consultative communication, regulatory compliance, and collaboration with experts to meet client needs and drive branch success. Training for licenses is provided within 180 days.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication skills, in person and by phone.
• Ability to build lasting client relationships and tailor solutions.
• Ability to resolve client issues with attention to detail and accuracy.
• Must meet risk and compliance obligations including training.
• High school degree or GED.
• Licensing: SIE, FINRA Series 6, state registration (63 if required), Life licenses; licenses must be obtained within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships and tailor recommendations.
• Communicate clearly to understand needs and build trust.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures quickly and consult with experts for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Relationship building

Regulatory compliance awareness

Education

High school degree/GED

Tools

Chase Mobile App

Chase.com

ATMs

Job description

Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and use banking solutions and technology to serve clients. You will lead efforts to acquire, manage, and retain meaningful relationships, using financial knowledge to address needs and simplify lives.

The role emphasizes consultative communication, regulatory compliance, and collaboration with experts to meet client needs and drive branch success. Training for licenses is provided within 180 days.