Relationship Banking Advisor: Elevate Clients' Finances

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

Job summary

JPMorgan Chase & Co. in New York seeks a Relationship Banker in a Chase Branch to deliver hospitality and build lasting client relationships.

You will acquire, manage, and retain clients, using your financial knowledge to tailor solutions that address their needs and simplify their financial lives. Learn products quickly, connect clients to technology like Chase Mobile and Chase.com, and collaborate with experts to help with complex needs.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Excellent communication and client service skills.
• Ability to work within risk and regulatory requirements.
• Willingness to complete required licensing within 180 days.

Responsibilities

• Put clients first by delivering attentive, friendly service.
• Manage assigned clients; meet with them to build relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to specialists for advanced needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationships

Communication skills

Regulatory compliance

Licensing readiness

Education

High school diploma

Job description

JPMorgan Chase & Co. in New York seeks a Relationship Banker in a Chase Branch to deliver hospitality and build lasting client relationships.

You will acquire, manage, and retain clients, using your financial knowledge to tailor solutions that address their needs and simplify their financial lives. Learn products quickly, connect clients to technology like Chase Mobile and Chase.com, and collaborate with experts to help with complex needs.