Client-Focused Banking & Solutions Advisor

JPMorgan Chase & Co.; Beverly Hills (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in Beverly Hills to deliver welcoming, high-touch service and leverage Chase solutions to meet client needs. You will acquire, manage, and retain client relationships and provide thoughtful financial guidance.

The role emphasizes hospitality, regulatory compliance, and collaboration with product and specialist teams to tailor financial solutions for clients’ life goals.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication skills both in person and by phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• SIE exam and FINRA/state licenses required or pursued within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and build lasting relationships.
• Tailor product and service recommendations to client needs.
• Educate clients on technology solutions like Chase Mobile App.
• Learn products quickly and collaborate with experts for complex needs.
• Adhere to banking policies and regulatory requirements.

Skills

Sales experience

Client relationship building

Communication skills

Issue resolution

Risk/compliance awareness

High school diploma

SIE / FINRA licenses

Branch hours flexibility

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in Beverly Hills to deliver welcoming, high-touch service and leverage Chase solutions to meet client needs. You will acquire, manage, and retain client relationships and provide thoughtful financial guidance.

The role emphasizes hospitality, regulatory compliance, and collaboration with product and specialist teams to tailor financial solutions for clients’ life goals.