Relationship Banking Advisor

JPMorgan Chase & Co.; Town of Orchard Park (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to welcome clients, understand their financial needs, and provide thoughtful solutions. You will manage relationships, leverage technology, and work with a team of experts to deliver personalized service.

The role requires strong communication, sales experience in retail banking, and adherence to regulatory standards. Weekend and evening hours may be required to meet client needs and grow the branch business.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven success.
• Ability to create memorable client experiences and tailor product recommendations.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and compliance.
• Commitment to risk parameters and completion of required training.
• SIE, FINRA Series 6 and state registrations or Life licenses are required or obtained through our program.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships.
• Communicate clearly to understand needs and tailor product recommendations.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures to consult on banking solutions with team support.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience in retail banking

Excellent communication skills

Regulatory compliance knowledge

Attention to risk and compliance

Ability to work branch hours including

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to welcome clients, understand their financial needs, and provide thoughtful solutions. You will manage relationships, leverage technology, and work with a team of experts to deliver personalized service.

The role requires strong communication, sales experience in retail banking, and adherence to regulatory standards. Weekend and evening hours may be required to meet client needs and grow the branch business.