Client-First Banking Relationship Advisor

JPMorgan Chase; Salinas (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase seeks a Relationship Banker to join a Chase Branch, delivering exceptional client service and building lasting relationships. You will advise clients on banking solutions, educate on digital tools, and collaborate with a team of specialists to address complex financial needs.

Candidates should have sales experience in retail banking, strong communication, and the ability to work weekends and evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with success.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills in person and by phone, tailoring features and benefits.
• Strong problem-solving with attention to detail for consistent client experience.
• Operate within risk parameters and complete required training and compliance.
• SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses required or obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage clients and meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand and help clients, building trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions with the team.
• Adhere to regulatory and internal policies.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Attention to detail

Risk/compliance

Education

High school diploma

College degree

Military equivalent

Job description

JPMorganChase seeks a Relationship Banker to join a Chase Branch, delivering exceptional client service and building lasting relationships. You will advise clients on banking solutions, educate on digital tools, and collaborate with a team of specialists to address complex financial needs.

Candidates should have sales experience in retail banking, strong communication, and the ability to work weekends and evenings.