Relationship Banking Advisor

Testing Site - JPMC; Nanuet (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase is recruiting a Relationship Banker for a Chase Branch. You will represent the brand with hospitality, using banking solutions and technology to meet client needs and build lasting relationships. You will advise on financial products and connect clients to experts to address complex needs.

The role requires banking knowledge, sales experience, and robust regulatory compliance adherence. You will work with a dynamic team, serving clients in a fast-paced branch environment on varied

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Demonstrate compliance with risk parameters and regulatory obligations.
• High school diploma or GED.
• The SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses are minimum requirements; licenses must be obtained through JPMorganChase licensing within 180 days of hire.
• Ability 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, meet with them to build relationships and tailor recommendations.
• Use clear, consultative communication to understand needs and build trust.
• Educate clients on Chase technology like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult on solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Banking knowledge

Regulatory compliance

Customer relationship

Education

High school diploma

SIE exam

FINRA Series 6

State registration (63)

Life licenses

Job description

JPMorgan Chase is recruiting a Relationship Banker for a Chase Branch. You will represent the brand with hospitality, using banking solutions and technology to meet client needs and build lasting relationships. You will advise on financial products and connect clients to experts to address complex needs.

The role requires banking knowledge, sales experience, and robust regulatory compliance adherence. You will work with a dynamic team, serving clients in a fast-paced branch environment on varied