Client-First Banking Relationship Advisor

JPMorganChase; Lone Tree (CO); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorganChase in Colorado is seeking a client-focused retail banking specialist to deliver attentive service and build lasting relationships with assigned clients. You will assess financial needs, tailor product recommendations, and guide clients to digital tools like Chase Mobile App, Chase.com, and ATMs.

The role requires strong communication, a high school diploma or equivalent, and licensing (SIE/Series 6/Life) with training supported by the company.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Ability to create memorable client experiences and elevate service.
• Excellent communication in person and by phone, tailoring product features.
• Resolve client issues with attention to detail and consistency.
• Operate within risk parameters and complete required training.
• Willingness to work branch hours including weekends/evenings.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them to build lasting relationships.
• Discuss financial needs and tailor product/service recommendations.
• Educate clients on technology solutions like mobile app and online banking.
• Learn products quickly and connect clients to experts for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client service

Communication skills

Risk awareness

Attention to detail

Education

High school diploma or GED

Licensing: SIE/Series 6/State licenses/Life

Job description

JPMorganChase in Colorado is seeking a client-focused retail banking specialist to deliver attentive service and build lasting relationships with assigned clients. You will assess financial needs, tailor product recommendations, and guide clients to digital tools like Chase Mobile App, Chase.com, and ATMs.

The role requires strong communication, a high school diploma or equivalent, and licensing (SIE/Series 6/Life) with training supported by the company.