Client Relationship Advisor: Banking & Tech Solutions

JPMorgan Chase & Co.; Spring (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to embody hospitality and financial expertise, acquire and manage client relationships, and provide thoughtful solutions to meet financial needs. You will leverage digital tools and collaborate with experts to deliver tailored banking experiences.

The role emphasizes regulatory compliance, risk awareness, and excellent communication to create memorable experiences for clients and ensure branch success.

Qualifications

• 1+ year of sales experience in Retail Banking or related fields.
• Ability to create memorable client experiences and tailor recommendations.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Adherence to risk, compliance, and training requirements.
• Must have basic licensing requirements or be eligible to obtain them within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them, and tailor recommendations.
• Engage in consultative communication to build trust and understand needs.
• Educate clients on technology solutions like mobile apps and online banking.
• Learn products quickly and connect clients to specialists for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Problem solving

Regulatory compliance

Customer service

Phone and in-person consultation

Education

High school diploma or equivalent

SIE, FINRA 6, state licenses

Job description

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to embody hospitality and financial expertise, acquire and manage client relationships, and provide thoughtful solutions to meet financial needs. You will leverage digital tools and collaborate with experts to deliver tailored banking experiences.

The role emphasizes regulatory compliance, risk awareness, and excellent communication to create memorable experiences for clients and ensure branch success.