Relationship Banker: Elevate Client Experiences

JPMorganChase; Town of Islip (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Retail Banking Sales Associate to deliver excellent client service, build lasting relationships, and educate clients on technology and banking solutions.

You will consult with clients to tailor financial products and work with a team of experts to meet complex needs. The role requires regulatory knowledge, licensing within 180 days, and flexibility to work branch hours, including weekends/evenings.

Qualifications

• High school diploma or GED required.
• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication skills with ability to tailor product benefits.
• Ability to resolve client issues with attention to detail.
• Licenses: SIE, Series 6, state registrations; must obtain within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them in person and by phone to build relationships.
• Explain products and services to meet clients' financial needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and consult with clients to connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Client first mindset

Problem resolution

Regulatory awareness

Weekend/evening flexibility

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. in New York seeks a Retail Banking Sales Associate to deliver excellent client service, build lasting relationships, and educate clients on technology and banking solutions.

You will consult with clients to tailor financial products and work with a team of experts to meet complex needs. The role requires regulatory knowledge, licensing within 180 days, and flexibility to work branch hours, including weekends/evenings.