Client-Centric Banking Advisor

JP Morgan Chase; Lloyd's Corners (NY); On-site; USD 48,000 - 72,000; Full time

Job summary

Chase is seeking a Relationship Banker at a New York branch to welcome clients, understand their financial needs, and offer tailored banking solutions using our digital tools. You will build and manage relationships, drive referrals, and collaborate with specialists to address complex financial goals.

You will handle in-branch service, phone outreach, and scheduling with clients while complying with bank policies and regulatory requirements. Strong communication and service mindset are essential.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Excellent communication and relationship-building skills.
• Ability to meet regulatory, risk and licensing requirements, including required exams.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage clients and meet with them to build lasting relationships.
• Educate clients on Chase digital tools like Chase Mobile App and Chase.com.
• Consult with clients to recommend appropriate products and services.
• Adhere to policies, procedures, and regulatory requirements.
• Collaborate with a team of experts to address specialized financial needs.

Skills

Sales experience

Excellent communication

Client relationship building

Regulatory awareness

Customer service

Education

High school diploma

Job description

Chase is seeking a Relationship Banker at a New York branch to welcome clients, understand their financial needs, and offer tailored banking solutions using our digital tools. You will build and manage relationships, drive referrals, and collaborate with specialists to address complex financial goals.

You will handle in-branch service, phone outreach, and scheduling with clients while complying with bank policies and regulatory requirements. Strong communication and service mindset are essential.