Client Relationship Advisor

JP Morgan Chase; North Bellmore (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

JP Morgan Chase in New York is seeking a Relationship Banker to represent our brand, acquire and manage client relationships, and provide thoughtful financial solutions. You will utilize banking products and technology to deliver superior service.

The ideal candidate has 1+ year of retail banking sales experience, excellent communication, and the ability to resolve client issues while maintaining regulatory compliance. Weekend/evening hours may be required as part of branch coverage.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• The Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Relationship building

Communication skills

Problem solving

Regulatory compliance awareness

Flexible hours (weekends/evenings)

Education

High school diploma or GED

College degree (preferred)

SIE exam

FINRA Series 6

State registration (including 63)

Life license (preferred)

Job description

JP Morgan Chase in New York is seeking a Relationship Banker to represent our brand, acquire and manage client relationships, and provide thoughtful financial solutions. You will utilize banking products and technology to deliver superior service.

The ideal candidate has 1+ year of retail banking sales experience, excellent communication, and the ability to resolve client issues while maintaining regulatory compliance. Weekend/evening hours may be required as part of branch coverage.