Relationship Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 52,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to welcome clients, build lasting relationships, and provide thoughtful financial solutions using Chase technology.

You will manage client portfolios, meet with them in person and by phone, and collaborate with specialists to address needs while ensuring regulatory compliance. You will educate clients on digital tools, stay informed on product offerings, and deliver exceptional service in a fast-paced banking

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences and tailor product features.
• Excellent communication both in person and by phone.
• Strong attention to detail and risk/compliance awareness.
• Willingness to work branch hours including weekends and some evenings.
• Must obtain required licenses within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive service in a welcoming environment.
• Manage assigned clients, meet with them in person and by phone to deepen relationships.
• Understand financial needs and tailor product and service recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Collaborate with team of experts to address specialized financial needs.
• Adhere to policies and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Customer relationship building

Problem solving

Regulatory compliance awareness

Education

High school diploma or GED

SIE exam

FINRA Series 6

State registration (63 if required)

Life license

Job description

JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to welcome clients, build lasting relationships, and provide thoughtful financial solutions using Chase technology.

You will manage client portfolios, meet with them in person and by phone, and collaborate with specialists to address needs while ensuring regulatory compliance. You will educate clients on digital tools, stay informed on product offerings, and deliver exceptional service in a fast-paced banking