Client-Centric 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 branch setting to represent the brand with hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions with the latest banking technology.

The role emphasizes building trust, educating clients on products, and collaborating with a team of specialists to meet financial needs while complying with regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services with proven success.
• Ability to create memorable client experiences and tailor solutions.
• Excellent communication skills in person and over the phone.
• Ability to comply with risk, regulatory, and licensing requirements.

Responsibilities

• Build and manage relationships with clients, delivering friendly, attentive service.
• Acquire, manage, and retain clients using financial knowledge and product solutions.
• Educate clients on technology solutions like mobile apps and online banking.
• Consult with clients and connect to experts for specialized needs.
• Adhere to bank policies, procedures, and regulatory requirements.
• Work branch hours including weekends and some evenings.

Skills

Sales experience

Client relationship building

Excellent communication

Problem solving

Regulatory awareness

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Mobile banking apps

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a branch setting to represent the brand with hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions with the latest banking technology.

The role emphasizes building trust, educating clients on products, and collaborating with a team of specialists to meet financial needs while complying with regulatory requirements.