Client-Centric Banking Advisor

Testing Site - JPMC; Traverse City (MI); On-site; USD 42,000 - 64,000; Full time

Job summary

Chase is seeking a Relationship Banker to join a Chase Branch in Michigan. You will represent our brand with hospitality, acquire, manage, and retain client relationships, and offer thoughtful financial solutions to meet client needs.

We value clear communication, adherence to regulatory requirements, and a genuine commitment to exceptional service. This role requires branch hours including weekends and some evenings, with training provided to license through our program.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• 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.

Skills

Relationship building

Sales experience

Customer service

Communication skills

Financial knowledge

Education

High school diploma or equivalent

Tools

SIE exam

FINRA Series 6

State registrations (63 if required)

Life licenses

Job description

Chase is seeking a Relationship Banker to join a Chase Branch in Michigan. You will represent our brand with hospitality, acquire, manage, and retain client relationships, and offer thoughtful financial solutions to meet client needs.

We value clear communication, adherence to regulatory requirements, and a genuine commitment to exceptional service. This role requires branch hours including weekends and some evenings, with training provided to license through our program.