Relationship Banking Advisor

Testing Site - JPMC; Los Angeles (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorgan Chase in Los Angeles is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and thoughtful financial solutions. You will acquire, manage, and retain client relationships using banking solutions and technology to help meet financial needs and grow the branch.

The role requires sales experience in retail banking, strong communication, and compliance with regulatory requirements; licensing (SIE, FINRA Series 6, state registration) is mandatory or

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to resolve client issues with attention to detail and maintain consistent client experience.
• Operate within risk parameters and complete required training.

Responsibilities

• Put clients first and exceed their expectations with attentive service.
• Manage assigned clients and meet with them to build lasting relationships and tailor product recommendations.
• Communicate clearly to understand and anticipate client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures and connect clients to experts.
• Adhere to policies and regulatory requirements.

Education

High school diploma or GED

College degree or military equivalent

Sales experience in Retail Banking

Exceptional communication

Client relationship management

Regulatory compliance knowledge

Licensing: SIE, FINRA Series 6, state registration

License readiness within 180 days

Work weekends/evenings

Tools

SIE exam

FINRA Series 6

State registrations

Life licenses

Job description

JPMorgan Chase in Los Angeles is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and thoughtful financial solutions. You will acquire, manage, and retain client relationships using banking solutions and technology to help meet financial needs and grow the branch.

The role requires sales experience in retail banking, strong communication, and compliance with regulatory requirements; licensing (SIE, FINRA Series 6, state registration) is mandatory or