Client Relationship Advisor - Banking & Solutions

JPMorgan Chase & Co.; Cameron Park (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Relationship Banker to deliver hospitable service and build lasting client relationships at a Chase Branch. You will guide clients through banking solutions, educate them on digital tools, and collaborate with experts to meet financial needs.

Role requires 1+ year sales experience, strong communication, and adherence to regulatory requirements; weekend/evening availability is expected.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• SIE exam, FINRA Series 6, state registration, and Life licenses are minimum requirements.
• All unlicensed applicants must obtain licenses within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients, meet with them in person and by phone to build relationships and tailor product recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com, and connect them to specialists as needed.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Attention to detail

Regulatory compliance awareness

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in California seeks a Relationship Banker to deliver hospitable service and build lasting client relationships at a Chase Branch. You will guide clients through banking solutions, educate them on digital tools, and collaborate with experts to meet financial needs.

Role requires 1+ year sales experience, strong communication, and adherence to regulatory requirements; weekend/evening availability is expected.