Client Relationship Advisor: Banking Solutions

JPMorgan Chase & Co.; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the Chase brand in a branch setting, delivering welcoming service and financial guidance.

You will acquire, manage, and retain client relationships using modern banking solutions, contributing to branch success and client satisfaction. The role focuses on understanding client needs, offering thoughtful solutions, and collaborating with a team of experts to address complex financial situations, while complying with regulatory

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences.
• Excellent communication skills for in-person and phone interaction.
• Ability to resolve client issues with attention to detail and maintain compliance.

Responsibilities

• Put clients first and deliver attentive service in a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions with experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer experience

Communication skills

Risk & compliance

Licensing knowledge

Branch hours

Education

High school degree

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the Chase brand in a branch setting, delivering welcoming service and financial guidance.

You will acquire, manage, and retain client relationships using modern banking solutions, contributing to branch success and client satisfaction. The role focuses on understanding client needs, offering thoughtful solutions, and collaborating with a team of experts to address complex financial situations, while complying with regulatory