Client Relationship Advisor - Banking Solutions

Testing Site - JPMC; North Bellmore (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

Chase is seeking a Relationship Banker for a branch in New York to welcome clients, understand their financial needs, and offer thoughtful solutions using Chase's digital tools. You will build lasting relationships, educate clients on technology platforms, and collaborate with specialists to address complex financial needs while ensuring a compliant and high-quality client experience.

The role requires a proactive, customer-focused mindset, willingness to work branch hours including weekends,

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail and a service mindset.
• Understanding of regulatory requirements and risk controls.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and meet with them in person or by phone to build lasting relationships and tailor product recommendations.
• Engage in clear, consultative communication to understand client needs and build trust.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) to support their banking needs.
• Learn products, services, and procedures to consult with clients and connect them to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication skills

Customer service

Regulatory compliance

Education

High school diploma or GED

Job description

Chase is seeking a Relationship Banker for a branch in New York to welcome clients, understand their financial needs, and offer thoughtful solutions using Chase's digital tools. You will build lasting relationships, educate clients on technology platforms, and collaborate with specialists to address complex financial needs while ensuring a compliant and high-quality client experience.

The role requires a proactive, customer-focused mindset, willingness to work branch hours including weekends,