Client-Centric Banking Advisor

Testing Site - JPMC; Lake Charles (LA); On-site; USD 42,000 - 75,000; Full time

Job summary

Chase is a leading financial services brand, and this Relationship Banker role sits in a branch where you will welcome clients, understand their financial goals, and deliver friendly service using the latest banking solutions.

You will acquire, manage, and retain client relationships, tailor recommendations, and collaborate with a team of experts to meet regulatory requirements while helping clients make life easier.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences.
• Excellent communication skills with clients in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or equivalent; licenses required within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to tailor recommendations.
• Engage in clear, consultative communication to understand needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to experts for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Excellent communication

Issue resolution

Regulatory compliance

Branch hours

Education

High school degree

GED or foreign equivalent

Job description

Chase is a leading financial services brand, and this Relationship Banker role sits in a branch where you will welcome clients, understand their financial goals, and deliver friendly service using the latest banking solutions.

You will acquire, manage, and retain client relationships, tailor recommendations, and collaborate with a team of experts to meet regulatory requirements while helping clients make life easier.