Client-Centric Relationship Banking Advisor

JPMorgan Chase & Co.; Town of Islip (NY); On-site; USD 48,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Islip, NY is seeking a Relationship Banker to represent the Chase brand with hospitality, leveraging our financial solutions and technology to help clients achieve their financial goals.

You will acquire, manage, and retain client relationships, advise on banking products, and collaborate with specialists while adhering to banking regulations and branch policies.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and meet compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registrations, and Life licenses are required (licenses to be obtained within 180 days).
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication skills

Compliance awareness

Licensing knowledge

Education

High school or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Islip, NY is seeking a Relationship Banker to represent the Chase brand with hospitality, leveraging our financial solutions and technology to help clients achieve their financial goals.

You will acquire, manage, and retain client relationships, advise on banking products, and collaborate with specialists while adhering to banking regulations and branch policies.