Client Relationship Advisor (Banking)

Fairygodboss

Oak Brook (IL)

On-site

USD 42,000 - 65,000

Full time

11 days ago

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Benefits offered by this job

Health care
On-site wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorganChase is seeking a Relationship Banker to represent the Chase brand at a branch. You will acquire, manage, and retain client relationships using financial knowledge to offer thoughtful solutions, while delivering exceptional hospitality and service.

You will educate clients on Chase technology, remain compliant with regulations, and collaborate with a team of experts to address complex financial needs.

Qualifications

  • 1+ year of sales experience in Retail Banking or related industries.
  • Ability to deliver memorable client experiences and tailor solutions.
  • Excellent communication skills both in person and over the phone.
  • Ability to resolve client issues with attention to detail.
  • Must meet risk, compliance, and licensing requirements.
  • High school degree or equivalent; licensing prerequisites must be pursued.
  • Ability to work branch hours including weekends and some evenings.

Responsibilities

  • Put clients first and deliver attentive, friendly service.
  • Manage assigned clients, meet with them, in person or by phone.
  • Understand financial needs and tailor product recommendations.
  • Educate clients on technology like mobile apps and online banking.
  • Learn products and procedures to consult on banking solutions.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Excellent communication
Client relationship management
Regulatory compliance
Problem solving
Time management

Education

High school diploma or GED
College degree preferred

Job description

JPMorganChase is seeking a Relationship Banker to represent the Chase brand at a branch. You will acquire, manage, and retain client relationships using financial knowledge to offer thoughtful solutions, while delivering exceptional hospitality and service.

You will educate clients on Chase technology, remain compliant with regulations, and collaborate with a team of experts to address complex financial needs.

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