Client Success Banking Advisor

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

Job summary

JPMorgan Chase & Co. in Texas is seeking a Relationship Banker in a Chase Branch. You will represent the brand with hospitality and use digital tools to support clients' banking needs.

The role focuses on acquiring, managing, and retaining client relationships, offering tailored financial solutions and excellent service. You will work branch hours, including weekends, and adhere to banking regulations.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills, in person and by phone.
• Ability to resolve client issues with attention to detail and consistency.
• High school degree, GED, or foreign equivalent; SIE and FINRA Series 6 required; licenses obtained within 180 days.
• 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, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship management

Excellent communication

Regulatory compliance awareness

Customer service orientation

Education

High school diploma or GED

Licensing (SIE/FINRA Series 6)

Job description

JPMorgan Chase & Co. in Texas is seeking a Relationship Banker in a Chase Branch. You will represent the brand with hospitality and use digital tools to support clients' banking needs.

The role focuses on acquiring, managing, and retaining client relationships, offering tailored financial solutions and excellent service. You will work branch hours, including weekends, and adhere to banking regulations.