Client Relationship Advisor - Banking Solutions

Testing Site - JPMC

Los Angeles (CA)

On-site

USD 55,000 - 90,000

Full time

14 days+

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Job summary

JPMorgan Chase in Los Angeles, CA is seeking a Relationship Banker to represent our brand with hospitality, coaching clients through financial solutions and building lasting relationships. You will acquire, manage, and retain clients, promote Chase digital tools, and collaborate with a team of specialists to meet clients' financial needs.

The role requires licenses and compliance training and offers opportunities for growth.

Qualifications

1+ year of sales experience in Retail Banking or related industries.
Ability to create memorable experiences for clients.
Excellent communication skills, in person and by phone.
Ability to resolve client issues with attention to detail.
Operate within risk parameters and complete required training.
High school degree, GED, or foreign equivalent.
Licensing: SIE, FINRA Series 6, state registration and Life licenses; NMLS registration.

Responsibilities

Put clients first and deliver attentive, friendly service to create a welcoming environment.
Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
Communicate clearly to understand client needs and build trust; listen and respond accordingly.
Educate clients about Chase digital tools like Chase Mobile App, Chase.com, and ATMs for convenient use.
Learn products and procedures quickly to advise on banking solutions and connect clients to experts.
Adhere to policies, procedures, and regulatory banking requirements.