Client Relationship Banking Advisor

JPMorgan Chase & Co.; Lake Ronkonkoma (NY); On-site; USD 40,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Relationship Banker to represent our brand in the branch, delivering welcoming, attentive service and leveraging our banking solutions to meet clients' financial needs.

You will build lasting relationships by understanding client goals, explaining products, and coordinating with specialists to address complex financial needs, while adhering to regulatory requirements and Chase policies.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Excellent communication skills, in person and over the phone, with ability to tailor features/benefits to clients.
• Ability to resolve client issues with attention to detail and provide consistent client experience.
• Operate within risk parameters and complete required training.
• SIE exam, FINRA Series 6, state registration, and Life licenses required or pursued within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

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

Skills

Sales experience

Excellent communication

Client relationship building

Regulatory/compliance understanding

Time management

Willingness to obtain licenses

Weekend/evening hours flexibility

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in New York is seeking a Relationship Banker to represent our brand in the branch, delivering welcoming, attentive service and leveraging our banking solutions to meet clients' financial needs.

You will build lasting relationships by understanding client goals, explaining products, and coordinating with specialists to address complex financial needs, while adhering to regulatory requirements and Chase policies.