Client-Centric Banking Advisor

Testing Site - JPMC; Philadelphia (Philadelphia County); On-site; USD 52,000 - 78,000; Full time

Job summary

Chase in Philadelphia seeks a Relationship Banker to represent our brand with hospitality and expert financial guidance. You will build and manage client relationships, leveraging digital tools to enhance the client experience and deliver tailored banking solutions.

Learn products, stay compliant with regulations, and collaborate with specialists to address diverse client needs while providing outstanding service.

Qualifications

• 1+ year in Retail Banking or related sales with client acquisition success.
• Ability to tailor product benefits to client needs.
• Willingness to obtain required licenses within 180 days.

Responsibilities

• Put clients first, deliver friendly, attentive service in-branch.
• Develop assigned client base, meet face-to-face and by phone.
• Educate clients on digital tools like Chase Mobile App and Chase.com.
• Identify financial needs and connect clients to appropriate solutions.
• Adhere to risk, regulatory, and internal policies.

Skills

Client relationship building

Sales & new business

Communication skills

Customer service

Regulatory compliance

Problem solving

Education

High school diploma or GED

SIE exam + Series 6 or state license

Licensing program commitment

Job description

Chase in Philadelphia seeks a Relationship Banker to represent our brand with hospitality and expert financial guidance. You will build and manage client relationships, leveraging digital tools to enhance the client experience and deliver tailored banking solutions.

Learn products, stay compliant with regulations, and collaborate with specialists to address diverse client needs while providing outstanding service.