Client Relationship Advisor – Banking & FinTech

JPMorgan Chase & Co.; Philadelphia (Philadelphia County); On-site; USD 42,000 - 68,000; Full time

Job summary

JPMorgan Chase & Co. in Philadelphia seeks a Relationship Banker to represent our brand with hospitality and expert financial solutions.

You will build and manage meaningful client relationships, leveraging banking knowledge to offer thoughtful solutions and help clients achieve their financial goals. You will guide clients through products, educate on digital tools like Chase Mobile App, and coordinate with our team of experts.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services.
• Ability to create memorable client experiences and upsell thoughtfully.
• Excellent verbal and written communication, tailored to client needs.
• Strong problem-solving with attention to detail and compliance.
• Willingness to work branch hours including weekends/evenings.

Responsibilities

• Put clients first by delivering attentive, welcoming service.
• Manage assigned clients, meet them in person and by phone to build relationships.
• Explain products and services, and connect clients to specialists as needed.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Stay updated on banking policies and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Licensing readiness

Education

High school diploma or GED

SIE exam & FINRA Series 6 licensing

Tools

Chase Mobile App

Chase Online Banking

Job description

JPMorgan Chase & Co. in Philadelphia seeks a Relationship Banker to represent our brand with hospitality and expert financial solutions.

You will build and manage meaningful client relationships, leveraging banking knowledge to offer thoughtful solutions and help clients achieve their financial goals. You will guide clients through products, educate on digital tools like Chase Mobile App, and coordinate with our team of experts.