Relationship Banking Advisor

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles, CA is seeking a Relationship Banker to represent the Chase brand and build lasting client relationships through attentive service and tailored financial solutions.

You will leverage technology and banking solutions to meet client needs, while adhering to regulatory requirements and branch policies. The role requires sales experience, licensing, and flexible hours, including weekends and some evenings.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• High school diploma or GED.
• Licensing: SIE, FINRA Series 6, state registration (including 63 if required), and Life licenses; must obtain 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

Customer service

Communication

Regulatory compliance

Financial knowledge

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Los Angeles, CA is seeking a Relationship Banker to represent the Chase brand and build lasting client relationships through attentive service and tailored financial solutions.

You will leverage technology and banking solutions to meet client needs, while adhering to regulatory requirements and branch policies. The role requires sales experience, licensing, and flexible hours, including weekends and some evenings.