Client Solutions Advisor - Banking

J.P. Morgan Chase & Co.; Santa Ana (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand, deliver hospitality, and build meaningful client relationships at a Chase branch. You will leverage banking solutions, guide clients through financial options, and collaborate with product specialists to meet their needs.

The role emphasizes strong communication, adherence to regulatory requirements, and flexibility for weekend/evening hours. A path to licensing through JPMorganChase is provided.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Work within risk parameters and complete required training.
• Licensing requirements: SIE, Series 6, state registrations; 180 days to obtain licenses.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand needs and build trust with clients.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect to specialists.
• Adhere to policies, procedures and regulatory requirements.

Skills

Sales experience

Client relationship management

Communication skills

Issue resolution

Regulatory compliance

Hours flexibility

Education

High school diploma / GED

College degree or military experience

Job description

Chase is seeking a Relationship Banker to represent our brand, deliver hospitality, and build meaningful client relationships at a Chase branch. You will leverage banking solutions, guide clients through financial options, and collaborate with product specialists to meet their needs.

The role emphasizes strong communication, adherence to regulatory requirements, and flexibility for weekend/evening hours. A path to licensing through JPMorganChase is provided.