Client-Focused Banking Advisor

JPMorgan Chase & Co.; McLean (VA); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. in McLean, VA, seeks a Relationship Banker to deliver hospitality-driven service and expert financial guidance in a branch setting.

You will acquire, manage, and retain client relationships, tailoring product recommendations to meet financial needs and goals while maintaining compliance and risk controls.

Success comes from proactive outreach, clear communication, and leveraging Chase Mobile App, Chase.com, and branch resources to help clients achieve their plans.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Excellent communication skills, in person and on the phone.
• Ability to meet risk/compliance obligations and training requirements.
• High school diploma or equivalent; licenses required or to be obtained.

Responsibilities

• Put clients first with attentive service and a welcoming environment.
• Manage assigned clients, meet with them in person and by phone to build relationships.
• Explain products and services, tailor recommendations to client needs.
• Educate clients on Chase technology solutions (mobile app, Chase.com, ATMs).
• Learn products quickly and collaborate with specialists for complex financial needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client communication

Risk & compliance

Customer service

Time management

Teamwork

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. in McLean, VA, seeks a Relationship Banker to deliver hospitality-driven service and expert financial guidance in a branch setting.

You will acquire, manage, and retain client relationships, tailoring product recommendations to meet financial needs and goals while maintaining compliance and risk controls.

Success comes from proactive outreach, clear communication, and leveraging Chase Mobile App, Chase.com, and branch resources to help clients achieve their plans.