Client-Centric Banking Advisor

Aumni; Exton (PA); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and provide tailored financial solutions. You will acquire, manage, and retain client relationships, leveraging your financial knowledge to address needs and simplify clients' lives.

You will work with the latest banking technology and collaborate with a team of experts to deliver exceptional service. The role requires sales experience, strong communication, and the ability to work weekends

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable client experiences.
• Excellent communication skills for in-person and phone outreach.
• Ability to resolve client issues with attention to detail.
• Compliance with risk parameters and completion of required training.
• High school degree or equivalent.
• Licensing requirements: SIE, FINRA Series 6, state registration (63 if required), Life licenses—must obtain within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them in person or over the phone to build relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Regulatory compliance

Client-focused service

Education

High school diploma or equivalent

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and provide tailored financial solutions. You will acquire, manage, and retain client relationships, leveraging your financial knowledge to address needs and simplify clients' lives.

You will work with the latest banking technology and collaborate with a team of experts to deliver exceptional service. The role requires sales experience, strong communication, and the ability to work weekends