Client Relationship Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to welcome clients and provide tailored financial solutions.

You will acquire, manage, and retain relationships using your financial knowledge to advise on banking needs and elevate the client experience. Using Chase Mobile App and Chase.com, you’ll connect clients to technology and to our team of specialists, ensuring service excellence while complying with regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Strong communication and client-facing skills.
• Ability to work weekends and some evenings.

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 building

Communication skills

Attention to detail

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to welcome clients and provide tailored financial solutions.

You will acquire, manage, and retain relationships using your financial knowledge to advise on banking needs and elevate the client experience. Using Chase Mobile App and Chase.com, you’ll connect clients to technology and to our team of specialists, ensuring service excellence while complying with regulatory requirements.