Client Relationship Advisor

JPMorganChase; Bellaire (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorganChase in Texas is seeking a Relationship Banker to welcome clients, build lasting relationships, and provide thoughtful financial solutions using digital tools.

You will acquire, manage, and retain clients, explain products, and ensure compliance. The role requires weekend/evening availability and a proactive client-first mindset.

Join our team to deliver exceptional service and connect clients with Chase's modern banking technology.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Strong communication and interpersonal skills for client interactions.
• Knowledge of banking policies, risk/compliance obligations, and licensing requirements.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meeting with them in person or by phone to build relationships.
• Explain products and services, tailoring recommendations to client needs.
• Educate clients on digital banking such as Chase Mobile App and Chase.com.
• Learn products quickly and collaborate with team for specialized needs.
• Adhere to policies and regulatory requirements.

Skills

Sales experience

Customer relationship building

Excellent communication

Regulatory compliance awareness

Weekend/evening availability

Education

High school diploma or GED

Job description

JPMorganChase in Texas is seeking a Relationship Banker to welcome clients, build lasting relationships, and provide thoughtful financial solutions using digital tools.

You will acquire, manage, and retain clients, explain products, and ensure compliance. The role requires weekend/evening availability and a proactive client-first mindset.

Join our team to deliver exceptional service and connect clients with Chase's modern banking technology.