Relationship Banker & Client Solutions Advisor

Testing Site - JPMC; Manhasset (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Chase, a JPMorganChase brand, is seeking a Relationship Banker to represent our brand with hospitality in a branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and improve clients’ financial lives.

You will engage clients in person and by phone, leveraging Chase Mobile App and online tools while ensuring compliance with banking regulations. Join a team dedicated to exceptional service and growth.

Qualifications

• Relevant sales experience in retail banking or financial services with proven client acquisition and relationship growth.
• Ability to deliver memorable client experiences and tailor product/service benefits to individual needs.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and consistency.
• Compliance with risk parameters and completion of required training.
• Flexibility to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them to understand needs and tailor recommendations.
• Communicate consultatively to build trust and understand client goals.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures and connect clients to experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client experience

Communication skills

Issue resolution

Risk/compliance

Branch hours flexibility

Education

High school diploma or equivalent

SIE/FINRA Series 6 and state registrations

Job description

Chase, a JPMorganChase brand, is seeking a Relationship Banker to represent our brand with hospitality in a branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and improve clients’ financial lives.

You will engage clients in person and by phone, leveraging Chase Mobile App and online tools while ensuring compliance with banking regulations. Join a team dedicated to exceptional service and growth.