Client-Centric Banking Advisor

Testing Site - JPMC; Bloomingdale (IL); On-site; USD 48,000 - 68,000; Full time

Job summary

JPMorgan Chase is seeking a Relationship Banker for a Chase Branch to deliver warm, professional service and build lasting client relationships. You will use banking solutions and technology to meet financial needs, educate clients, and connect them with specialists as needed.

The role requires sales experience in retail banking, strong communication, and an ability to work within regulatory guidelines. Some positions require weekend/evening hours and ongoing licensing support.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in acquiring new clients and deepening relationships.
• Ability to create memorable client experiences and elevate service quality.
• Excellent communication skills, both in person and over the phone, with ability to tailor product features to clients' needs.

Responsibilities

• Put clients first and exceed expectations with attentive, friendly service.
• Manage assigned clients and meet with them in person or by phone to build lasting relationships.
• Engage in clear, consultative communication to understand clients and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs to meet banking needs.
• Learn products and procedures quickly to consult with clients and connect them to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication skills

Customer service

Problem solving

Regulatory compliance

Education

High school degree or GED

SIE exam

FINRA Series 6

State registration (63)

Life licenses

Job description

JPMorgan Chase is seeking a Relationship Banker for a Chase Branch to deliver warm, professional service and build lasting client relationships. You will use banking solutions and technology to meet financial needs, educate clients, and connect them with specialists as needed.

The role requires sales experience in retail banking, strong communication, and an ability to work within regulatory guidelines. Some positions require weekend/evening hours and ongoing licensing support.