Relationship Banker: Build Meaningful Client Relationships

JPMorganChase

Town of Monroe (NY)

Presencial

USD 50.000 - 75.000

Jornada completa

hace 31 horas
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Ventajas ofrecidas por este puesto de trabajo

Health care coverage
On-site health and wellness centers
Retirement savings plan
Tuition reimbursement
Mental health support

Descripción de la vacante

JPMorganChase in New York is seeking a Relationship Banker to represent the brand and deliver hospitality-first service. You will acquire, manage, and retain client relationships, using financial knowledge to offer solutions and improve their banking experience.

You will educate clients on Chase mobile and online tools, collaborate with a team of experts, and adhere to regulatory requirements while supporting branch goals and customer satisfaction.

Formación

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
  • Ability to create memorable experiences for clients.
  • Excellent communication skills in person and over the phone.
  • Ability to resolve client issues with attention to detail.
  • Operate within risk parameters and comply with requirements.
  • High school degree, GED, or foreign equivalent.
  • SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses; licenses must be obtained within 180 days.
  • Ability to work branch hours including weekends and some evenings.

Responsabilidades

  • Put clients first and deliver attentive, friendly service in a welcoming environment.
  • Manage assigned clients; meet with them to understand needs and tailor recommendations.
  • Communicate clearly and consultatively to build trust and anticipate needs.
  • Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
  • Learn products and procedures quickly to advise on banking solutions and connect to experts as needed.
  • Adhere to policies, procedures, and regulatory banking requirements.

Conocimientos

Sales experience
Client communication
Attention to detail
Problem solving
Regulatory compliance

Educación

High school diploma or equivalent
College degree or military equivalent

Descripción del empleo

JPMorganChase in New York is seeking a Relationship Banker to represent the brand and deliver hospitality-first service. You will acquire, manage, and retain client relationships, using financial knowledge to offer solutions and improve their banking experience.

You will educate clients on Chase mobile and online tools, collaborate with a team of experts, and adhere to regulatory requirements while supporting branch goals and customer satisfaction.

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