Client Relationship Advisor (Banking Solutions)

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 52,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to greet clients, assess financial needs, and provide tailored solutions using the latest banking technology. You will build lasting relationships through hospitality, trust, and proactive service.

In this role you will manage client portfolios, collaborate with specialists, and ensure compliance with banking regulations while delivering an exceptional client experience across in-branch and phone interactions.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Ability to deliver memorable client experiences.
• Excellent verbal and written communication with diverse clients.
• Strong problem-solving and issue-resolution skills.
• Adhere to risk, regulatory, and training requirements.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meeting in person or by phone to build relationships.
• Explain products and services to meet client needs and goals.
• Educate clients on technology tools like the Chase Mobile App and Online Banking.
• Collaborate with specialists to address complex financial needs.
• Comply with all banking policies and regulatory requirements.

Skills

Sales experience

Client relationship-building

Communication skills

Problem solving

Customer service orientation

Time management

Education

High school diploma or GED

College degree or military equivalent

Tools

SIE exam

FINRA Series 6

State registration

Life licenses

NMLS registration

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to greet clients, assess financial needs, and provide tailored solutions using the latest banking technology. You will build lasting relationships through hospitality, trust, and proactive service.

In this role you will manage client portfolios, collaborate with specialists, and ensure compliance with banking regulations while delivering an exceptional client experience across in-branch and phone interactions.