Client Relationship Advisor

JPMorganChase; Louisville (CO); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorganChase in the United States seeks a Relationship Banker to join a Chase Branch. You will represent our brand with hospitality, helping clients with banking solutions and building lasting relationships using digital tools like Chase Mobile App and Chase.com.

The role emphasizes acquiring, managing, and retaining client relationships, delivering thoughtful financial guidance, and working within regulatory requirements; weekend/evening hours may be required.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Excellent communication skills, in person and over the phone, tailoring products to clients' needs.
• Ability to resolve client issues with attention to detail and provide consistent experience.
• Operate within risk parameters and complete required training.
• High school diploma or foreign equivalent.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, polite communication to understand clients and anticipate needs.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) for banking needs.
• Learn products and procedures to consult on banking solutions and connect clients to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication

Risk & compliance

Licensing (SIE/Series 6)

Weekend/evening availability

Education

High school diploma

Job description

JPMorganChase in the United States seeks a Relationship Banker to join a Chase Branch. You will represent our brand with hospitality, helping clients with banking solutions and building lasting relationships using digital tools like Chase Mobile App and Chase.com.

The role emphasizes acquiring, managing, and retaining client relationships, delivering thoughtful financial guidance, and working within regulatory requirements; weekend/evening hours may be required.