Client Relationship Advisor - Banking

JPMorgan Chase & Co.; Chesterfield Court House (VA); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in a Chase Branch is seeking a Relationship Banker who represents our brand with hospitality and uses banking solutions and fintech to serve clients.

You will take a lead role in acquiring, managing, and retaining relationships, applying financial knowledge to provide tailored solutions that simplify clients’ lives. You will educate clients on technology like the Chase Mobile App, Chase.com, and ATMs, work with our team of experts for specialized needs, and adhere to banking

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable client experiences and elevate service.
• Strong communication skills with ability to tailor features/benefits to clients.
• Ability to resolve client issues with attention to detail while complying with risk and training requirements.
• Regulatory and licensing prerequisites including SIE, FINRA Series 6, and life licenses; unlicensed applicants must obtain licenses within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand clients and anticipate needs.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Refer clients to specialists for more complex financial needs and collaborate with team.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Regulatory compliance

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in a Chase Branch is seeking a Relationship Banker who represents our brand with hospitality and uses banking solutions and fintech to serve clients.

You will take a lead role in acquiring, managing, and retaining relationships, applying financial knowledge to provide tailored solutions that simplify clients’ lives. You will educate clients on technology like the Chase Mobile App, Chase.com, and ATMs, work with our team of experts for specialized needs, and adhere to banking