Client Relationship Advisor

JPMorganChase; Milpitas (CA); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorganChase in Milpitas, CA is hiring a Relationship Banker in a Chase Branch to deliver hospitality, leverage digital tools, and build lasting client relationships.

You will advise on banking solutions, meet with clients, and collaborate with experts to address financial needs while complying with regulatory requirements.

This role requires 1+ year of sales experience, licenses, and weekend availability; the team values diversity and development.

Qualifications

• 1+ year of sales in Retail Banking or related industries.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills with ability to tailor benefits to clients.
• Ability to resolve client issues with attention to detail and meet risk/compliance obligations.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients and meet with them in person or by phone to build lasting relationships.
• Engage in clear, consultative communication to understand and help clients, building trust.
• Educate clients to use technology solutions like Chase Mobile App/Chase.com/ATMs.
• Learn products, services, and procedures quickly to consult on banking solutions with the team of experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationships

Communication skills

Regulatory compliance

Team collaboration

Problem solving

Education

High school diploma

Licenses: SIE, FINRA Series 6, Life

Job description

JPMorganChase in Milpitas, CA is hiring a Relationship Banker in a Chase Branch to deliver hospitality, leverage digital tools, and build lasting client relationships.

You will advise on banking solutions, meet with clients, and collaborate with experts to address financial needs while complying with regulatory requirements.

This role requires 1+ year of sales experience, licenses, and weekend availability; the team values diversity and development.