Client-First Banking Relationship Advisor

JPMorgan Chase

Salinas (CA)

On-site

USD 65,000 - 90,000

Full time

4 days ago
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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.

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