Relationship Banker: Trusted Financial Advisor

Testing Site - JPMC; New York (NY); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Chase in New York is seeking a Relationship Banker to represent the brand with hospitality, delivering personalized financial solutions and guided product recommendations. You will manage client relationships, use mobile and online channels, and collaborate with specialists to address complex needs.

You should quote strong communication, a proactive service mindset, and a readiness to meet weekend/evening hours while complying with regulatory requirements and licensing timelines.

Qualifikationen

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma or foreign equivalent; licenses/registrations required.
• SIE, FINRA Series 6, state registration, and Life licenses due within 180 days.

Aufgaben

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Engage in consultative communication to understand and help clients, building trust.
• Educate clients on technology solutions such as the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult on banking solutions and connect to experts.
• Adhere to policies and regulatory banking requirements.

Kenntnisse

Sales experience

Client relationships

Communication skills

Regulatory compliance

Problem resolution

Customer service

Ausbildung

High school diploma

SIE exam

FINRA Series 6

State registration

Life licenses

Tools

Chase Mobile App

Chase.com

ATMs

Jobbeschreibung

Chase in New York is seeking a Relationship Banker to represent the brand with hospitality, delivering personalized financial solutions and guided product recommendations. You will manage client relationships, use mobile and online channels, and collaborate with specialists to address complex needs.

You should quote strong communication, a proactive service mindset, and a readiness to meet weekend/evening hours while complying with regulatory requirements and licensing timelines.