Client Relationship Advisor - Banking Solutions

JPMorgan Chase; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorgan Chase in the Orlando area seeks a Relationship Banker to represent our brand with hospitality while leveraging banking solutions and technology to help clients achieve their financial goals. You will acquire, manage, and retain clients, deliver thoughtful advice, and collaborate with experts to address complex needs.

Ideal candidates bring 1+ year sales experience in retail banking, strong communication skills, and a commitment to regulatory compliance. Weekend/evening hours may apply.

Qualifications

• 1+ year of sales experience in Retail Banking with proven success.
• Ability to create memorable experiences for clients and tailor solutions.
• 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 diploma or GED.
• SIE, FINRA Series 6, state registrations and Life licenses required; obtain within 180 days if unlicensed.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations – deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and help clients, building trust.
• Educate clients to use technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures to consult on banking solutions and connect to experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience in Retail Banking

Excellent communication skills

Client experience

Issue resolution

Regulatory compliance

Working a branch schedule

Education

High school diploma or GED

College degree or military equivalent

SIE exam, FINRA Series 6, state registrations, Life licenses

Job description

JPMorgan Chase in the Orlando area seeks a Relationship Banker to represent our brand with hospitality while leveraging banking solutions and technology to help clients achieve their financial goals. You will acquire, manage, and retain clients, deliver thoughtful advice, and collaborate with experts to address complex needs.

Ideal candidates bring 1+ year sales experience in retail banking, strong communication skills, and a commitment to regulatory compliance. Weekend/evening hours may apply.