Client Relationship Advisor

Testing Site - JPMC; Corydon (IN); On-site; USD 42,000 - 63,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent our brand in a busy branch, delivering warm, knowledgeable service and building lasting relationships with clients using the latest financial solutions.

You will acquire, manage, and retain customers, explain products, and guide them through digital tools like Chase Mobile and Chase.com, while adhering to policy and regulatory requirements and pursuing required licenses within 180 days.

Qualifications

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

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients, meet with them, and tailor product recommendations.
• Engage in consultative communication to build trust and anticipate needs.
• Educate clients on technology solutions like Chase Mobile App and ATMs.
• Learn products quickly to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales experience

Communication skills

Regulatory compliance

Customer service

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent our brand in a busy branch, delivering warm, knowledgeable service and building lasting relationships with clients using the latest financial solutions.

You will acquire, manage, and retain customers, explain products, and guide them through digital tools like Chase Mobile and Chase.com, while adhering to policy and regulatory requirements and pursuing required licenses within 180 days.