Client Relationship Banking Specialist

JPMorgan Chase & Co.; Town of Florida (NY); Vor Ort; USD 55.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to represent our brand with hospitality and build lasting client relationships using banking solutions and technology.

You will acquire, manage, and retain clients, tailor product recommendations, and collaborate with our team to meet financial needs while adhering to regulatory requirements.

Requires SIE, Series 6 and Life licenses or eligibility; ability to work weekends and evenings; training provided.

Qualifikationen

• 1+ year of sales experience in Retail Banking or related fields.
• Ability to deliver a memorable client experience and tailor solutions.
• Strong communication skills for in-person and phone interactions.
• Ability to comply with risk and regulatory requirements.

Aufgaben

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and proactively meet with them to build relationships.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect to experts.
• Adhere to policies, procedures and regulatory requirements.
• Work branch hours including weekends and some evenings.

Kenntnisse

Sales experience

Customer service

Communication skills

Regulatory compliance

Licensing eligibility

Weekend/evening availability

Ausbildung

High school diploma or equivalent

FINRA Series 6

SIE exam

Jobbeschreibung

JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to represent our brand with hospitality and build lasting client relationships using banking solutions and technology.

You will acquire, manage, and retain clients, tailor product recommendations, and collaborate with our team to meet financial needs while adhering to regulatory requirements.

Requires SIE, Series 6 and Life licenses or eligibility; ability to work weekends and evenings; training provided.