Personal Banking Relationship Advisor

JPMorgan Chase & Co.; Broadview (IL); On-site; USD 36,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent Chase in a branch, delivering hospitality and financial guidance. You will acquire, manage, and retain client relationships, using your knowledge to offer thoughtful financial solutions and technology-enabled services.

You will engage clients in person and by phone, tailor product recommendations, and collaborate with specialists to address complex needs while adhering to banking regulations and policies.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences and tailor product solutions.
• Strong communication skills for in-person and phone interactions.
• Attention to detail to resolve client issues and maintain compliance.
• Must meet risk and regulatory obligations including training.

Responsibilities

• Put clients first and exceed their expectations with friendly service.
• Manage assigned clients, meet with them, and build lasting relationships.
• Engage in consultative communication to understand client needs.
• Educate clients on technology solutions like mobile apps and online banking.
• Learn products quickly and refer to specialists for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Customer service focus

Regulatory compliance

Problem solving

Education

High school degree

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent Chase in a branch, delivering hospitality and financial guidance. You will acquire, manage, and retain client relationships, using your knowledge to offer thoughtful financial solutions and technology-enabled services.

You will engage clients in person and by phone, tailor product recommendations, and collaborate with specialists to address complex needs while adhering to banking regulations and policies.