Relationship Banker: Trusted Financial Advisor

JPMorganChase; New York (NY); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

JPMorganChase is seeking a Relationship Banker to represent our branch, building lasting client relationships through attentive service and expert financial guidance. You will use digital tools like Chase Mobile App and Chase.com to meet client needs, while adhering to regulatory requirements and branch hours, including weekends.

The role emphasizes sample licensing readiness, strong communication, and a proactive approach to managing client portfolios and referrals within a banking team

Formación

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills, in person and by phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or GED.
• Licensing requirements: SIE, FINRA Series 6, state registration (incl. 63 if required), Life licenses; must obtain licenses within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsabilidades

• 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.

Conocimientos

Sales experience

Customer service

Communication skills

Risk & compliance awareness

Licensing requirements knowledge

Educación

High school diploma or GED

College degree or military equivalent

Descripción del empleo

JPMorganChase is seeking a Relationship Banker to represent our branch, building lasting client relationships through attentive service and expert financial guidance. You will use digital tools like Chase Mobile App and Chase.com to meet client needs, while adhering to regulatory requirements and branch hours, including weekends.

The role emphasizes sample licensing readiness, strong communication, and a proactive approach to managing client portfolios and referrals within a banking team