Client-Centric Banking Advisor

JPMorgan Chase & Co.; Cochituate (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase in the United States is seeking a Relationship Banker to represent the brand with hospitality, using the latest banking solutions and technology to help clients. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to address their financial needs and make their lives easier.

Responsibilities include putting clients first, meeting with them in person and by phone to tailor

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven success.
• Ability to create memorable experiences for clients.
• Excellent communication skills to tailor features and benefits to clients.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships and tailor recommendations.
• Communicate clearly to understand needs and build trust.
• Educate clients on technology solutions such as 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 banking requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Regulatory awareness

Education

High school diploma or GED

Job description

JPMorganChase in the United States is seeking a Relationship Banker to represent the brand with hospitality, using the latest banking solutions and technology to help clients. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to address their financial needs and make their lives easier.

Responsibilities include putting clients first, meeting with them in person and by phone to tailor