Relationship Banking Advisor

Testing Site - JPMC; Naples (FL); On-site; USD 45,000 - 70,000; Full time

Job summary

Chase is seeking a Relationship Banker in Naples, FL to deliver friendly, high-touch service and build lasting client relationships using the latest banking technology. You will tailor financial solutions and educate clients on digital tools while maintaining compliance and risk controls.

In this role you will grow client connections, collaborate with specialists, and work branch hours including weekends to meet diverse needs and exceed expectations.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Meet risk and compliance obligations, including required training.
• Licensing: SIE, FINRA Series 6, state registration (63 if required), Life licenses; licenses required within 180 days.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them to tailor product recommendations.
• Communicate clearly, consultatively, and build trust with clients.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly and connect clients to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship building

Communication skills

Problem solving

Compliance awareness

Licensing program compliance within 30

Weekend/evening availability

Education

High school degree, GED, or foreign equivalent

Job description

Chase is seeking a Relationship Banker in Naples, FL to deliver friendly, high-touch service and build lasting client relationships using the latest banking technology. You will tailor financial solutions and educate clients on digital tools while maintaining compliance and risk controls.

In this role you will grow client connections, collaborate with specialists, and work branch hours including weekends to meet diverse needs and exceed expectations.