Relationship Banking Advisor

Next Frontier Capital; New York (NY); On-site; USD 55,000 - 70,000; Full time

Job summary

JPMorganChase in New York is seeking a Relationship Banker to deliver hospitality-driven service while leveraging cutting-edge banking technology to meet client needs. You will acquire, manage, and retain relationships, offering thoughtful financial solutions and ensuring regulatory compliance.

Strong communication and account knowledge are essential to build trust and drive branch success. Collaborate with a team of experts to connect clients with appropriate products and services, while

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 experiences for clients – elevate the client experience.
• 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.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days.

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

Relationship management

Communication skills

Regulatory compliance

Licensing knowledge

Education

High school diploma

College degree preferred

Job description

JPMorganChase in New York is seeking a Relationship Banker to deliver hospitality-driven service while leveraging cutting-edge banking technology to meet client needs. You will acquire, manage, and retain relationships, offering thoughtful financial solutions and ensuring regulatory compliance.

Strong communication and account knowledge are essential to build trust and drive branch success. Collaborate with a team of experts to connect clients with appropriate products and services, while