Client-Centric Banking Advisor

Next Frontier Capital; California (MO); On-site; USD 45,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to deliver exceptional client service, build lasting relationships, and tailor financial solutions to meet each client’s needs.

You will work at a branch, engaging clients in person and by phone, educating them on digital tools, and ensuring compliance with banking regulations. This role emphasizes hospitality, teamwork, and integrity as core values and offers a competitive rewards package.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services.
• Ability to create memorable client experiences and tailor product recommendations.
• Excellent communication skills, in person and by phone, with tailored features/benefits.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses required within 180 days; unlicensed applicants must obtain licenses through JPMorganChase’s program.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Preferred qualifications, capabilities, and skills: College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Skills

Sales-focused

Client relationship

Communication

Problem solving

Regulatory awareness

Customer experience

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to deliver exceptional client service, build lasting relationships, and tailor financial solutions to meet each client’s needs.

You will work at a branch, engaging clients in person and by phone, educating them on digital tools, and ensuring compliance with banking regulations. This role emphasizes hospitality, teamwork, and integrity as core values and offers a competitive rewards package.