Client Relationship Advisor

JP Morgan Chase; New York (NY); On-site; USD 55,000 - 90,000; Full time

Job summary

JP Morgan Chase in New York, a Chase branch, is seeking an energetic Relationship Banker to provide warm, professional service while leveraging modern banking technology to meet clients' financial needs. You will acquire, manage, and retain relationships, tailoring recommendations with a consultative approach.

The role requires 1+ year of sales experience, strong communication, and the ability to work weekends and some evenings, along with pursuing required licenses within 180 days.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, and state registrations; licenses required or obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first, delivering attentive and friendly service in a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships.
• Engage in clear communication to understand clients and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures to consult on banking solutions and connect to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Relationship building

Communication skills

Regulatory compliance

Education

High school diploma

Job description

JP Morgan Chase in New York, a Chase branch, is seeking an energetic Relationship Banker to provide warm, professional service while leveraging modern banking technology to meet clients' financial needs. You will acquire, manage, and retain relationships, tailoring recommendations with a consultative approach.

The role requires 1+ year of sales experience, strong communication, and the ability to work weekends and some evenings, along with pursuing required licenses within 180 days.