Client Relationship Advisor

JPMorgan Chase & Co.; Portland (OR); On-site; USD 52,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to join our branch team in Portland, OR. You will build lasting client relationships and provide thoughtful banking solutions, combining fintech tools with personal service.

You will manage client interactions, learn products quickly, and collaborate with experts to address complex financial needs while adhering to risk and regulatory requirements.

Qualifications

• High school degree or GED is required.
• SIE exam and FINRA Series 6 are minimum qualifications.
• State registration (63 if required) and Life licenses are required.
• NMLS registration under SAFE Act is required after hire.

Responsibilities

• Put clients first and deliver attentive service in a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Use clear, consultative communication to understand and help clients and build trust.

Skills

Sales experience

Client relationship building

Excellent communication

Risk/compliance awareness

Time management

Education

High school degree or GED

SIE exam

FINRA Series 6

State registration (including 63 if required)

Life licenses

NMLS registration (SAFE Act)

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to join our branch team in Portland, OR. You will build lasting client relationships and provide thoughtful banking solutions, combining fintech tools with personal service.

You will manage client interactions, learn products quickly, and collaborate with experts to address complex financial needs while adhering to risk and regulatory requirements.