Client Relationship Advisor - Banking & Solutions

JPMorgan Chase & Co.; Beverly Hills (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. in Beverly Hills seeks a Relationship Banker to represent the Chase brand, acquire and manage client relationships, and provide thoughtful financial solutions using modern banking technology.

The role requires sales experience in retail banking, strong communication, and ability to work weekends. Compliance with regulatory training and licensing is mandatory, with post-hire licensing support.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences.
• Excellent communication skills for in-person and phone interactions.
• Strong problem solving and attention to detail.
• Work within risk parameters and complete required training.
• High school diploma or equivalent.
• SIE, Series 6, state registration (63 if required), and Life licenses are required or obtained within 180 days of hire.
• Ability to work branch hours including weekends/evenings.

Responsibilities

• Put clients first and deliver attentive service.
• Proactively manage assigned clients and meet with them to build relationships.
• Communicate clearly to understand client needs and tailor recommendations.
• Educate clients on technology like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions.
• Adhere to banking policies and regulatory requirements.

Skills

Sales experience

Client relationships

Communication skills

Risk & compliance

Licensing knowledge

Availability weekends

High school diploma

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Beverly Hills seeks a Relationship Banker to represent the Chase brand, acquire and manage client relationships, and provide thoughtful financial solutions using modern banking technology.

The role requires sales experience in retail banking, strong communication, and ability to work weekends. Compliance with regulatory training and licensing is mandatory, with post-hire licensing support.