Client Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and leverage advanced banking solutions. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions tailored to their needs and financial goals.

The role emphasizes building trust, educating clients on digital tools, and collaborating with financial specialists to address complex needs while adhering to regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail and consistency.
• Operate within risk parameters and complete required training.
• National Mortgage Licensing System (NMLS) registration required/obtained post-hire.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients; meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand needs and build trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, ATMs.
• Learn products and procedures to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Regulatory compliance awareness

High school diploma

Licensing (SIE/Series 6/63)

Availability on weekends/evenings

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and leverage advanced banking solutions. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions tailored to their needs and financial goals.

The role emphasizes building trust, educating clients on digital tools, and collaborating with financial specialists to address complex needs while adhering to regulatory requirements.