Client Relationship Advisor

J.P. Morgan Chase & Co.; San Marino (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

JP Morgan Chase is seeking a Relationship Banker for a Chase Branch in California. You will represent our brand, deliver hospitality, manage client relationships, and promote banking solutions using digital tools like Chase Mobile App and Chase.com.

You will work to understand clients' financial needs and provide suitable recommendations. The role requires at least 1 year in retail banking or financial services, strong communication, and compliance; licensing through JPMC's program within 180

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients and delivering results.
• Ability to create memorable experiences for clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• National Mortgage Licensing System and Registry (NMLS) registration and licensing requirements for certain roles; must obtain licenses within 180 days of hire.

Responsibilities

• Put clients first and exceed their expectations – deliver attentive and friendly service.
• Manage assigned clients and proactively meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand and help clients, building trust.
• Educate and connect clients to technology solutions such as Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Regulatory compliance

Time management

Education

High school diploma or GED

SIE exam

FINRA Series 6 license

Job description

JP Morgan Chase is seeking a Relationship Banker for a Chase Branch in California. You will represent our brand, deliver hospitality, manage client relationships, and promote banking solutions using digital tools like Chase Mobile App and Chase.com.

You will work to understand clients' financial needs and provide suitable recommendations. The role requires at least 1 year in retail banking or financial services, strong communication, and compliance; licensing through JPMC's program within 180