Client-Focused Banking Advisor

JP Morgan Chase; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JP Morgan Chase is hiring a Relationship Banker in our New York branch to represent the brand with hospitality and provide tailored financial solutions. You will acquire, manage, and retain clients, leveraging Chase digital tools to enhance their banking experience and drive branch results.

The role emphasizes building trust through effective communication, regulatory compliance, and collaboration with a team of experts to meet clients' financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, in person and by phone, tailoring product benefits to client needs.
• Ability to resolve client issues with attention to detail and consistent service.
• Operate within risk parameters and complete required training for compliance.
• High school degree / GED or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses required; licensing within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations with attentive, friendly service.
• Manage assigned clients, meeting them in person or by phone to build relationships and tailor recommendations.
• Engage in consultative communication to understand needs and build trust.
• Educate and connect clients to technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures quickly to consult on banking solutions and coordinate with experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client experience

Communication skills

Issue resolution

Policy compliance

Branch hours flexibility

Education

High school degree / GED

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses

College degree or military equivalent

Job description

JP Morgan Chase is hiring a Relationship Banker in our New York branch to represent the brand with hospitality and provide tailored financial solutions. You will acquire, manage, and retain clients, leveraging Chase digital tools to enhance their banking experience and drive branch results.

The role emphasizes building trust through effective communication, regulatory compliance, and collaboration with a team of experts to meet clients' financial needs.