Client-First Banking Advisor

JPMorgan Chase & Co.; Centereach (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Centereach is seeking a Relationship Banker to enhance customer experiences through personal service. This role requires a strong background in sales and the ability to manage relationships effectively using innovative banking solutions. The ideal candidate will have excellent communication skills, and must be prepared to obtain financial licenses post-hire. The position offers a dynamic work environment and opportunities for career advancement.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Proven ability to tailor product benefits to clients.

Responsibilities

• Deliver attentive and friendly service to clients.
• Proactively manage client relationships in person and over the phone.
• Educate clients on technology solutions for their banking needs.

Skills

Sales experience

Excellent communication skills

Client experience enhancement

Problem resolution

Education

High school degree or GED

College degree or military equivalent

Job description

A leading financial institution in Centereach is seeking a Relationship Banker to enhance customer experiences through personal service. This role requires a strong background in sales and the ability to manage relationships effectively using innovative banking solutions. The ideal candidate will have excellent communication skills, and must be prepared to obtain financial licenses post-hire. The position offers a dynamic work environment and opportunities for career advancement.