Client-Focused Relationship Banker

JPMorgan Chase; Woodside (NY); Vor Ort; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

JPMorgan Chase is seeking a Relationship Banker at a Chase Branch in New York. The role focuses on hospitality, client relationship management, and delivering thoughtful financial solutions to help clients meet needs.

You will engage clients in person and by phone, educate them on technology tools like Chase Mobile, and ensure compliance with banking policies while delivering an outstanding client experience.

Qualifikationen

• At least 1+ year of sales experience in Retail Banking or related industries.
• Excellent communication skills, in person and on the phone.
• Ability to resolve client issues with attention to detail and risk/compliance.
• Must meet licensing requirements (SIE, FINRA Series 6, Life licenses) or enroll in JPMorgan Chase licensing program.
• Willingness to work branch hours including weekends and some evenings.

Aufgaben

• Put clients first and deliver attentive, friendly service.
• Proactively manage assigned clients and build lasting relationships.
• Communicate clearly to understand needs and tailor product recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly and connect clients to experts for specialized needs.
• Adhere to policies, procedures, and regulatory requirements.

Kenntnisse

Sales experience

Communication skills

Client relationship management

Regulatory compliance

Licensing knowledge (SIE/FINRA)

Work weekend/evening availability

Ausbildung

High school diploma or equivalent

Bachelor's degree preferred

Jobbeschreibung

JPMorgan Chase is seeking a Relationship Banker at a Chase Branch in New York. The role focuses on hospitality, client relationship management, and delivering thoughtful financial solutions to help clients meet needs.

You will engage clients in person and by phone, educate them on technology tools like Chase Mobile, and ensure compliance with banking policies while delivering an outstanding client experience.