Client-Centric Banking Advisor

Aumni; New York (NY); Presencial; USD 52.000 - 78.000; Jornada completa

Descripción de la vacante

Chase is seeking a Relationship Banker to deliver hospitality-driven service and build lasting client relationships in a branch setting. You will use banking solutions and technology to meet client needs, while ensuring compliance and operating within risk parameters.

Key requirements include 1+ year of sales in financial services, excellent communication, and the ability to obtain necessary licenses within 180 days. Weekend/evening shifts are required.

Formación

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to tailor product features to client needs.
• Strong communication and relationship-building skills.
• Willingness to complete required licensing within 180 days.

Responsabilidades

• Put clients first, delivering attentive, friendly service.
• Manage assigned clients and meet with them to deepen relationships.
• Communicate clearly to understand needs and offer solutions.
• Educate clients on technology solutions like mobile apps and online banking.
• Learn products quickly and collaborate with specialists for complex needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Conocimientos

Sales experience

Client service

Excellent communication

Risk/compliance awareness

Licensing (SIE/Series 6)

Flexible hours

Educación

High school degree

Descripción del empleo

Chase is seeking a Relationship Banker to deliver hospitality-driven service and build lasting client relationships in a branch setting. You will use banking solutions and technology to meet client needs, while ensuring compliance and operating within risk parameters.

Key requirements include 1+ year of sales in financial services, excellent communication, and the ability to obtain necessary licenses within 180 days. Weekend/evening shifts are required.