Relationship Banking Advisor: Elevate Client Experience

Next Frontier Capital; McKeesport (Allegheny County); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker for a branch position in the United States.

The role focuses on building and maintaining meaningful client relationships, delivering tailored financial solutions, and guiding clients through digital banking tools. The role requires sales experience in banking or financial services, excellent communication, and the ability to work flexible branch hours, including weekends and some evenings.

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.

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

Client service

Communication

Issue resolution

Risk & compliance

Education (HS or GED)

Licensing prep (SIE, Series 6, 63,Life

Licensing training

Education

High school degree or GED

College degree (preferred)

Tools

SIE exam

FINRA Series 6

State registration (63)

Life license

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker for a branch position in the United States.

The role focuses on building and maintaining meaningful client relationships, delivering tailored financial solutions, and guiding clients through digital banking tools. The role requires sales experience in banking or financial services, excellent communication, and the ability to work flexible branch hours, including weekends and some evenings.