Client-First Banking Advisor

JPMorganChase; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker at a Chase Branch in New York to provide friendly, consultative service and deliver tailored financial solutions. You will acquire, manage, and retain client relationships, guidance on using Chase Mobile App and online banking, and collaborate with a team of specialists to address clients' financial needs while adhering to banking regulations.

Strong communication, a sales mindset, and the ability to work weekends are essential, with licensing

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations.

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, both in person and over the phone, 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 leveraging the 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 in Retail Banking

Excellent communication skills

Problem resolution with attention to细

Education

High school degree

Job description

JPMorganChase is seeking a Relationship Banker at a Chase Branch in New York to provide friendly, consultative service and deliver tailored financial solutions. You will acquire, manage, and retain client relationships, guidance on using Chase Mobile App and online banking, and collaborate with a team of specialists to address clients' financial needs while adhering to banking regulations.

Strong communication, a sales mindset, and the ability to work weekends are essential, with licensing