Relationship Banking Advisor

Testing Site - JPMC; Los Angeles (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and leverage banking solutions and technology to serve clients. You will take a lead role in acquiring, managing, and retaining relationships, using your financial knowledge to offer solutions that address clients’ needs and simplify their lives.

Responsibilities include meeting with clients, advising on products, educating on Chase digital tools, and ensuring compliance with internal

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to tailor features and benefits to clients.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.

Responsibilities

• Put clients first and exceed their expectations with attentive, friendly service.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Communicate clearly and consultatively to understand and help clients, building trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer experience

Communication skills

Problem solving

Risk/compliance awareness

Education

High school diploma or GED

SIE exam and FINRA Series 6 license

College degree or military equivalent

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and leverage banking solutions and technology to serve clients. You will take a lead role in acquiring, managing, and retaining relationships, using your financial knowledge to offer solutions that address clients’ needs and simplify their lives.

Responsibilities include meeting with clients, advising on products, educating on Chase digital tools, and ensuring compliance with internal