Client Relationship Advisor

JPMorgan Chase; New York (NY); On-site; USD 42,000 - 68,000; Full time

Job summary

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and provide attentive service. You will acquire, manage, and retain client relationships using financial knowledge and technology to offer thoughtful solutions.

You’ll learn products and procedures quickly, collaborate with experts for specialized needs, and adhere to regulatory requirements while serving customers, including weekend/evening hours.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable client experiences and tailor product recommendations.
• Strong communication skills for in-person and phone conversations.

Responsibilities

• Put clients first and exceed their expectations with attentive service.
• Manage assigned clients, meet with them regularly, and build lasting relationships.
• Consult with clients to understand needs and tailor banking solutions.
• Educate clients on Chase technology solutions (mobile app, Chase.com, ATMs).
• Learn products and procedures quickly to consult with clients and connect to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationships

Communication skills

Regulatory compliance

Financial knowledge

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and provide attentive service. You will acquire, manage, and retain client relationships using financial knowledge and technology to offer thoughtful solutions.

You’ll learn products and procedures quickly, collaborate with experts for specialized needs, and adhere to regulatory requirements while serving customers, including weekend/evening hours.