Relationship Banking Advisor — Build Trust & Grow Clients

JPMorgan Chase & Co.; Los Angeles (CA); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Los Angeles seeks a Relationship Banker to represent our brand, acquire, manage, and retain client relationships using banking solutions and technology. You will provide thoughtful financial guidance, deliver hospitality, and ensure compliant service.

Responsibilities include meeting clients, understanding needs, educating on digital tools, and collaborating with specialists to address complex financial needs. Flexible branch hours including weekends are expected.

Qualifikationen

• 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.
• Operate within risk parameters and complete required training.
• High school diploma, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses required or to be obtained within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

Aufgaben

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person and by phone to build relationships.
• Build lasting relationships by understanding financial needs and tailoring recommendations.
• Educate clients about technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products quickly and connect clients to our team of experts for specialized needs.
• Adhere to policies, procedures, and regulatory requirements.

Kenntnisse

Sales experience

Client relationship

Excellent communication

Issue resolution

Regulatory knowledge

Licensing: SIE/Series 6

Ausbildung

High school diploma or GED

College degree preferred

Jobbeschreibung

JPMorgan Chase & Co. in Los Angeles seeks a Relationship Banker to represent our brand, acquire, manage, and retain client relationships using banking solutions and technology. You will provide thoughtful financial guidance, deliver hospitality, and ensure compliant service.

Responsibilities include meeting clients, understanding needs, educating on digital tools, and collaborating with specialists to address complex financial needs. Flexible branch hours including weekends are expected.