Relationship Banker: Trusted Financial Advisor

JP Morgan Chase; New York (NY); Presencial; USD 50.000 - 75.000; Tempo integral

Resumo da vaga

JPMorgan Chase & Co. in New York seeks a Relationship Banker to represent our brand with welcoming hospitality and to build lasting relationships with clients. You will use banking solutions and technology to provide thoughtful recommendations and exceptional service.

The role involves managing client relationships, guiding financial needs, and collaborating with our team to connect clients to specialists while complying with all regulations. Weekend/evening hours are required.

Qualificações

• 1+ year of sales experience in Retail Banking or related industry with proven success.
• Ability to create memorable client experiences.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Willingness to work branch hours including weekends and some evenings.

Responsabilidades

• Put clients first and exceed their expectations with attentive service.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult on banking solutions and connect to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Conhecimentos

Sales experience

Excellent communication

Relationship building

Tech-savvy

Formação

High school diploma or GED

SIE exam and FINRA Series 6 license

Descrição da vaga

JPMorgan Chase & Co. in New York seeks a Relationship Banker to represent our brand with welcoming hospitality and to build lasting relationships with clients. You will use banking solutions and technology to provide thoughtful recommendations and exceptional service.

The role involves managing client relationships, guiding financial needs, and collaborating with our team to connect clients to specialists while complying with all regulations. Weekend/evening hours are required.