Client Relationship Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

Chase in New York City is seeking a Relationship Banker to welcome clients, assess financial needs, and provide thoughtful solutions using our latest banking technology. You will build lasting client relationships and represent our brand with hospitality and integrity.

Responsibilities include meeting with clients in person and by phone, explaining products, and coordinating with experts to address complex financial needs while complying with banking regulations.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills in person and by phone; tailor product benefits.
• Ability to resolve client issues with attention to detail and compliance.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them in person and by phone to build relationships.
• Communicate clearly to understand needs and recommend solutions.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to experts for specialized needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Excellent communication

Risk/compliance awareness

Education

High school degree

College degree (preferred)

Job description

Chase in New York City is seeking a Relationship Banker to welcome clients, assess financial needs, and provide thoughtful solutions using our latest banking technology. You will build lasting client relationships and represent our brand with hospitality and integrity.

Responsibilities include meeting with clients in person and by phone, explaining products, and coordinating with experts to address complex financial needs while complying with banking regulations.