Client-Centric Banking Advisor

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

Job summary

JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch. You will greet clients, provide professional banking solutions, and use Chase Mobile App and Chase.com to enhance service. You will build relationships by understanding financial needs and delivering thoughtful recommendations.

The role requires strong selling skills, excellent communication, and compliance with banking regulations. You will work with specialists to help clients meet goals while upholding integrity.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Ability to create memorable client experiences.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma or GED or foreign equivalent.
• Licensing: SIE, FINRA 6, state registrations; licensed within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships and tailor recommendations.
• Use consultative communication to understand client needs and build trust.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures to consult on banking solutions with team support.
• Comply with policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication

Problem solving

Risk & compliance

Flexibility

Education

High school diploma or equivalent

College degree preferred

Job description

JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch. You will greet clients, provide professional banking solutions, and use Chase Mobile App and Chase.com to enhance service. You will build relationships by understanding financial needs and delivering thoughtful recommendations.

The role requires strong selling skills, excellent communication, and compliance with banking regulations. You will work with specialists to help clients meet goals while upholding integrity.