Relationship Banker: Build Trust with Financial Solutions

Testing Site - JPMC; Monsey (NY); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. is seeking a Relationship Banker to welcome clients, build trusted relationships, and deliver tailored financial solutions using Chase Mobile App, Chase.com, and ATMs.

You will lead the approach to acquiring, managing, and retaining clients, guiding them to the right products and services while maintaining a high standard of hospitality. You will collaborate with specialists to address complex financial needs, explain features clearly, and ensure compliance with risk and

Formación

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly resolve client issues with attention to detail and ensure consistent client experience.
• Operate within risk parameters and complete required training to comply with regulatory obligations.

Responsabilidades

• Put clients first and exceed expectations with attentive, friendly service in a welcoming environment.
• Manage assigned clients, meet with them regularly in person and by phone to understand needs and tailor recommendations.
• Communicate clearly to understand clients’ needs and build trust.
• Educate clients on technology solutions such as Chase Mobile App and Chase.com to facilitate banking.
• Learn products and procedures quickly to consult with clients and connect them to experts for specialized needs.
• Adhere to policies and regulatory requirements.

Conocimientos

Sales experience

Excellent communication

Client relationship management

Regulatory awareness

Problem solving

Educación

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses

Descripción del empleo

JPMorgan Chase & Co. is seeking a Relationship Banker to welcome clients, build trusted relationships, and deliver tailored financial solutions using Chase Mobile App, Chase.com, and ATMs.

You will lead the approach to acquiring, managing, and retaining clients, guiding them to the right products and services while maintaining a high standard of hospitality. You will collaborate with specialists to address complex financial needs, explain features clearly, and ensure compliance with risk and