Client-First Banking Advisor: Build Trusted Relationships

JPMorganChase; Carson (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorganChase in Carson, CA seeks a Relationship Banker to deliver personalized banking solutions, build trust with clients, and represent the Chase brand with hospitality. You will welcome clients, advise on accounts, loans, and digital tools, and collaborate with specialists to meet financial goals.

The role requires a client-focused mindset, ability to explain features, handle inquiries, and comply with regulatory requirements while working branch hours.

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 over the phone with clients.
• Ability to resolve client issues with attention to detail while maintaining compliance.
• Complete required training and comply with internal risk policies.
• Must have high school degree or GED or foreign equivalent.
• SIE exam, FINRA Series 6, state registration and Life licenses are minimum requirements; must obtain licenses within 180 days.

Responsibilities

• Put clients first by delivering attentive service and creating a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult on banking solutions and connect to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Financial knowledge

Regulatory compliance

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorganChase in Carson, CA seeks a Relationship Banker to deliver personalized banking solutions, build trust with clients, and represent the Chase brand with hospitality. You will welcome clients, advise on accounts, loans, and digital tools, and collaborate with specialists to meet financial goals.

The role requires a client-focused mindset, ability to explain features, handle inquiries, and comply with regulatory requirements while working branch hours.