Client Relationship Advisor

JPMorgan Chase & Co.

Aston Township (PA)

On-site

USD 45,000 - 60,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and attentiveness.

You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet their needs and simplify their lives. The role emphasizes building trust through clear communication, leveraging digital tools, and collaborating with our team of experts to address complex financial needs while maintaining compliance with regulatory

Qualifications

  • Must have strong communication skills and the ability to tailor product benefits to client needs.
  • Proven ability to build and deepen client relationships and deliver results.
  • Ability to resolve client issues with attention to detail and provide consistent service.
  • Willingness to work branch hours including weekends/evenings and comply with risk/regulatory requirements.

Responsibilities

  • Put clients first and deliver attentive service in a welcoming environment.
  • Manage assigned clients, meet with them, and tailor product/service recommendations.
  • Communicate clearly to understand client needs and build trust.
  • Educate clients on technology solutions like Chase Mobile App and Chase.com.
  • Learn products and procedures quickly and collaborate with specialists.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication
Customer relationship building
Problem solving
Explain banking products

Education

High school diploma or equivalent
SIE exam
FINRA Series 6
State registration (including 63)
Life insurance license

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and attentiveness.

You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet their needs and simplify their lives. The role emphasizes building trust through clear communication, leveraging digital tools, and collaborating with our team of experts to address complex financial needs while maintaining compliance with regulatory

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