Relationship Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 78,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and help clients address financial needs using cutting-edge solutions and Chase Mobile App, Chase.com and ATMs.

You will build lasting relationships by understanding clients’ goals, presenting thoughtful recommendations, and collaborating with teammates to deliver a seamless, memorable banking experience across channels.

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.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.

Responsibilities

• 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.

Skills

Sales experience

Client relationship building

Excellent communication

Financial knowledge

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and help clients address financial needs using cutting-edge solutions and Chase Mobile App, Chase.com and ATMs.

You will build lasting relationships by understanding clients’ goals, presenting thoughtful recommendations, and collaborating with teammates to deliver a seamless, memorable banking experience across channels.