Relationship Banker: Client Advocate & Financial Solutions

JPMorgan Chase & Co.; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to deliver hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, using your knowledge to tailor solutions that meet financial needs and enhance the client experience.

Responsibilities include meeting with clients, promoting digital tools, and collaborating with specialists while complying with regulatory requirements. Weekend/evening hours may be required.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.

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

Customer service

Communication

Problem solving

Education

High school diploma/GED

College degree

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to deliver hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, using your knowledge to tailor solutions that meet financial needs and enhance the client experience.

Responsibilities include meeting with clients, promoting digital tools, and collaborating with specialists while complying with regulatory requirements. Weekend/evening hours may be required.