Client-Centric Banking Advisor

Testing Site - JPMC; Ashland (MA); On-site; USD 52,000 - 62,000; Full time

Job summary

Chase is hiring a Relationship Banker to represent our brand in a Chase Branch and deliver hospitality-driven service. You will acquire, manage, and retain client relationships, using financial knowledge to offer tailored solutions that fit their needs.

The role emphasizes clear communication, helping clients with banking solutions, and guiding them to technology tools like Chase Mobile App and Chase.com while adhering to regulatory standards.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to deliver memorable experiences for clients and build trust.
• Strong communication and active listening in person and over the phone.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them in person or by phone to deepen relationships.
• Educate clients on technology solutions and digital banking tools.
• Consult with clients to tailor product and service recommendations.
• Learn products, procedures, and regulatory requirements to advise clients accurately.
• Adhere to policies, procedures, and risk/compliance obligations.

Skills

Sales experience

Customer service

Communication skills

Regulatory awareness

Education

High school degree

Job description

Chase is hiring a Relationship Banker to represent our brand in a Chase Branch and deliver hospitality-driven service. You will acquire, manage, and retain client relationships, using financial knowledge to offer tailored solutions that fit their needs.

The role emphasizes clear communication, helping clients with banking solutions, and guiding them to technology tools like Chase Mobile App and Chase.com while adhering to regulatory standards.