Client Relationship Advisor – Banking Solutions

JP Morgan Chase; Northvale (NJ); On-site; USD 52,000 - 76,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand in a branch, delivering hospitable service and leveraging digital banking tools to meet clients’ financial needs. You will build and manage client relationships, educate customers on products, and collaborate with specialists to address complex requests.

The role requires 1+ year in retail banking sales, strong communication, and willingness to work weekends/evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Licensing requirements: SIE, Series 6, state registration (63 if required), Life licenses; must obtain licenses within 180 days.
• Willingness to work branch hours including weekends and some evenings.
• Strong communication and relationship-building skills.

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

Client relationship management

Communication skills

Regulatory/compliance awareness

Problem solving

Attention to detail

Education

High school diploma or GED

Job description

Chase is seeking a Relationship Banker to represent our brand in a branch, delivering hospitable service and leveraging digital banking tools to meet clients’ financial needs. You will build and manage client relationships, educate customers on products, and collaborate with specialists to address complex requests.

The role requires 1+ year in retail banking sales, strong communication, and willingness to work weekends/evenings.