Relationship Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Relationship Banker to welcome clients, build trust, and connect them with tailored banking solutions.

You will represent the bank's brand with hospitality, manage relationships, and promote digital tools such as Chase Mobile App and Chase.com to meet financial needs. You'll work from a Chase Branch, engage clients face-to-face and by phone, learn products quickly, comply with regulatory requirements, and collaborate with specialists to deliver

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences and elevate the client experience.
• Excellent communication skills, in person and over the phone, tailoring features/benefits to clients.
• Ability to resolve client issues with attention to detail and consistency.
• Operate within risk parameters and complete required training to meet compliance obligations.
• High school degree, GED, or foreign equivalent.
• Minimum requirements: SIE, FINRA Series 6, state registration (63 if required), and Life licenses; unlicensed applicants must obtain licenses within 180 days.

Responsibilities

• Put clients first and exceed their expectations with attentive service.
• Manage assigned clients and meet with them in person or by phone to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and help clients, building trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs for convenient banking.
• Learn products quickly and collaborate with experts to address specialized financial needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Relationship building

Communication skills

Issue resolution

Regulatory compliance

Education

High school diploma or GED

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses

Job description

JPMorgan Chase & Co. in New York seeks a Relationship Banker to welcome clients, build trust, and connect them with tailored banking solutions.

You will represent the bank's brand with hospitality, manage relationships, and promote digital tools such as Chase Mobile App and Chase.com to meet financial needs. You'll work from a Chase Branch, engage clients face-to-face and by phone, learn products quickly, comply with regulatory requirements, and collaborate with specialists to deliver