Relationship Banking Advisor

JPMorgan Chase & Co.; Port Washington (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in New York's port area is seeking a Relationship Banker to represent the Chase brand with hospitality, acquire and manage client relationships, and provide thoughtful financial solutions. You will guide clients through digital tools like Chase Mobile App and Chase.com for convenient banking.

The role emphasizes excellent communication, regulatory compliance, and the ability to work weekend/evening hours in a branch setting, contributing to branch success.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• Must have High School diploma or GED; licensing requirements begin with SIE and FINRA Series 6.
• Ability to work branch hours including weekends and some evenings.

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 communication

Relationship building

Regulatory knowledge

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York's port area is seeking a Relationship Banker to represent the Chase brand with hospitality, acquire and manage client relationships, and provide thoughtful financial solutions. You will guide clients through digital tools like Chase Mobile App and Chase.com for convenient banking.

The role emphasizes excellent communication, regulatory compliance, and the ability to work weekend/evening hours in a branch setting, contributing to branch success.