Client-Centric Relationship Banker

JPMorganChase

Village of Great Neck (NY)

On-site

USD 52,000 - 75,000

Full time

3 days ago
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Job summary

JPMorganChase is hiring a frontline Banking Associate in New York to deliver exceptional client service and build lasting relationships. You will meet clients in person and by phone, assess their financial needs, and tailor product recommendations while guiding them through Chase digital tools and services.

Top candidates will have sales experience, strong communication skills, and the ability to navigate regulatory requirements while collaborating with specialists to address complex financial

Qualifications

  • 1+ year of sales experience in Retail Banking or related industries.
  • Excellent communication skills for in-person and over-the-phone interactions.
  • Ability to comply with risk, regulatory requirements, and training.
  • SIE exam, FINRA Series 6, state registration, and Life licenses required; licensing program within 180 days of hire.

Responsibilities

  • Put clients first and deliver attentive, welcoming service.
  • Meet with assigned clients in person and over the phone to build relationships and tailor recommendations.
  • Communicate clearly to understand client needs and build trust.
  • Educate clients about technology solutions such as Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures to consult on banking solutions and connect to specialists.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Customer service
Communication skills
Problem solving
Risk and compliance awareness

Education

High school degree or GED

Tools

Banking apps
ATMs

Job description

JPMorganChase is hiring a frontline Banking Associate in New York to deliver exceptional client service and build lasting relationships. You will meet clients in person and by phone, assess their financial needs, and tailor product recommendations while guiding them through Chase digital tools and services.

Top candidates will have sales experience, strong communication skills, and the ability to navigate regulatory requirements while collaborating with specialists to address complex financial

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