Client Relationship Banking Advisor

JP Morgan Chase; Gilroy (CA); On-site; USD 52,000 - 68,000; Full time

Job summary

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and utilize innovative banking solutions. You will acquire, manage, and retain client relationships by applying financial knowledge to address needs and provide thoughtful solutions.

Responsibilities include meeting clients, guiding them through technology, and collaborating with specialists to support complex financial needs while complying with regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• High school diploma, GED, or foreign equivalent.
• SIE, FINRA Series 6, and state registrations are required or must be obtained within 180 days.
• 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 regularly to build lasting relationships.
• Understand financial needs and tailor product and service recommendations.
• Educate clients on Chase technology solutions like Chase Mobile App and Chase.com.
• Consult with clients about banking solutions and connect them with experts as needed.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client communication

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and utilize innovative banking solutions. You will acquire, manage, and retain client relationships by applying financial knowledge to address needs and provide thoughtful solutions.

Responsibilities include meeting clients, guiding them through technology, and collaborating with specialists to support complex financial needs while complying with regulatory requirements.