Client-First Banking Advisor

Fairygodboss; Westwood (NJ); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorganChase in the United States is seeking a Relationship Banker to welcome clients, build lasting relationships, and tailor financial solutions using modern banking technology. You will engage clients to understand needs, provide consultative service, and connect them with specialists for complex offerings.

The role emphasizes hospitality, accurate product knowledge, and adherence to regulatory requirements while delivering a superior customer experience in a branch setting.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related fields.
• Excellent communication skills, both in person and over the phone.
• Ability to build lasting client relationships and tailor product recommendations.
• Ability to follow policies, procedures, and regulatory requirements.
• Willingness to work branch hours including weekends/evenings.

Responsibilities

• Put clients first and exceed their expectations with attentive service.
• Manage assigned clients and meet with them in person and by phone.
• Communicate clearly to understand needs and recommend banking solutions.
• Educate clients on technology tools like Chase Mobile App and Chase.com.
• Learn products and collaborate with experts to address complex financial needs.
• Adhere to risk, compliance, and training requirements.

Skills

Sales experience

Communication skills

Client relationship building

Risk/compliance awareness

Branch hours availability

Education

High school diploma or GED

Job description

JPMorganChase in the United States is seeking a Relationship Banker to welcome clients, build lasting relationships, and tailor financial solutions using modern banking technology. You will engage clients to understand needs, provide consultative service, and connect them with specialists for complex offerings.

The role emphasizes hospitality, accurate product knowledge, and adherence to regulatory requirements while delivering a superior customer experience in a branch setting.