Client Relationship Advisor

JPMorgan Chase; Village of Depew (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and provide financial solutions to clients. You will acquire, manage, and retain relationships, leveraging modern banking tools to enhance client experiences.

The role requires strong communication, the ability to work branch hours including weekends, and adherence to banking regulations. Prior sales and client-service experience is essential.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Experience engaging clients and delivering results.
• Licensing requirements include SIE, FINRA Series 6, state registration, and Life licenses.

Responsibilities

• Put clients first and deliver friendly, attentive service.
• Manage assigned clients and meet with them to build relationships and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com; connect to experts for complex needs.

Skills

Sales experience

Relationship management

Excellent communication

Regulatory compliance

Attention to detail

Time management

Education

High school diploma

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and provide financial solutions to clients. You will acquire, manage, and retain relationships, leveraging modern banking tools to enhance client experiences.

The role requires strong communication, the ability to work branch hours including weekends, and adherence to banking regulations. Prior sales and client-service experience is essential.