Relationship Banking Advisor

JPMorgan Chase & Co.

Village of Depew (NY)

On-site

USD 45,000 - 65,000

Full time

11 days ago
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Job summary

Chase, part of JPMorgan Chase & Co., is seeking a Relationship Banker at a Chase Branch in New York to deliver welcoming service, deepen client relationships, and offer thoughtful financial solutions using modern technology.

The role requires 1+ year in retail banking sales, strong communication, compliance awareness, and willingness to work weekend/evening hours; licensing training provided via JPMC. Educate clients on Chase Mobile App and Chase.com in a fast-paced, client-first environment.

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services.
  • Ability to create memorable experiences for clients.
  • Excellent communication skills in person and over the phone.
  • Ability to resolve client issues with attention to detail.
  • Operate within risk parameters and regulatory requirements.
  • High school degree, GED, or foreign equivalent.
  • SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses (or to obtain via licensing program within 180 days).
  • Ability to work branch hours including weekends and some evenings.

Responsibilities

  • Put clients first and deliver attentive, friendly service.
  • Manage assigned clients and meet with them to build relationships and tailor recommendations.
  • Communicate clearly to understand and assist clients, building trust.
  • Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
  • Learn products and procedures to consult on banking solutions with experts.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience in Retail Banking
Customer-focused service
Excellent communication
Client relationship building
Risk & compliance awareness
Work with weekends/evenings
Licensing readiness (SIE/Series 6)

Education

High School Diploma or GED
College degree (preferred)

Job description

Chase, part of JPMorgan Chase & Co., is seeking a Relationship Banker at a Chase Branch in New York to deliver welcoming service, deepen client relationships, and offer thoughtful financial solutions using modern technology.

The role requires 1+ year in retail banking sales, strong communication, compliance awareness, and willingness to work weekend/evening hours; licensing training provided via JPMC. Educate clients on Chase Mobile App and Chase.com in a fast-paced, client-first environment.

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