Client Relationship Advisor

JPMorgan Chase & Co.; Lake Charles (LA); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Relationship Banker in a Chase Branch to represent the brand with hospitality and provide tailored financial solutions. You will acquire, manage, and retain client relationships using financial knowledge to meet banking needs and drive branch success.

You will educate clients on technology tools like the Chase Mobile App and Chase.com, while ensuring adherence to banking regulations and collaborating with experts for complex needs.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable client experiences and tailor solutions.
• Excellent communication, both in person and over the phone.
• Ability to resolve client issues with attention to detail while meeting compliance.
• Must meet regulatory obligations and complete required training.
• High school diploma or GED; licenses (SIE, FINRA 6, Life) or ability to obtain.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and provide attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them regularly to build lasting relationships and tailor recommendations.
• Clearly communicate product features and benefits to clients with varying needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com to meet banking needs.
• Learn products and procedures quickly and collaborate with experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Relationship building

Problem solving

Attention to detail

Education

High school diploma or GED

SIE exam

FINRA Series 6

Life insurance license (or ability to obtain)

Job description

JPMorgan Chase & Co. seeks a Relationship Banker in a Chase Branch to represent the brand with hospitality and provide tailored financial solutions. You will acquire, manage, and retain client relationships using financial knowledge to meet banking needs and drive branch success.

You will educate clients on technology tools like the Chase Mobile App and Chase.com, while ensuring adherence to banking regulations and collaborating with experts for complex needs.