Client-Focused Banking Advisor

JPMorganChase; Salinas (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorganChase is seeking a customer-focused Banking Representative in Salinas, CA. You will build lasting client relationships, tailor financial solutions, and educate clients on Chase technology like the mobile app and online banking.

You will work within branch hours, meet regulatory requirements, and pursue necessary FINRA/SIE licenses. This role emphasizes excellent communication and a consultative, service-driven approach.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses required.
• Ability to work branch hours including weekends and some evenings.
• High school diploma or GED or foreign equivalent.
• Licensing program within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive service.
• Manage assigned clients and meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand and help clients.
• Educate and connect clients to technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Customer service

Problem resolution

Risk/compliance awareness

Weekend hours

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a customer-focused Banking Representative in Salinas, CA. You will build lasting client relationships, tailor financial solutions, and educate clients on Chase technology like the mobile app and online banking.

You will work within branch hours, meet regulatory requirements, and pursue necessary FINRA/SIE licenses. This role emphasizes excellent communication and a consultative, service-driven approach.