Relationship Banker - Albany, NY
JPMorgan Chase & Co.
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job 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. Required qualifications, capabilities, and skills * 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. * Ability to create memorable experiences for our 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.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory
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$20 - $27.13 per hour
...relevant experience, and specific work location. Location: Albany, NY Purpose/Objective: Identifies customer needs to make... ...clients for their business. * Establishes, develops, and retains relationships with existing and potential clients by offering and selling...SuggestedWork at office$22.82 - $24.82 per hour
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...Central Region #1 which includes our Downtown Albany Branches, Latham and Cohoes Branch... ...business members, while fostering deeper relationships with existing members utilizing The... ...6 months of completion of Relationship Banker Training) and Signature Guarantee permissions...Full timeWork at office- ...Description To be considered, candidates must live in or around the Albany, NY area Are you ready to make a meaningful impact in the... ...-driven solutions. You'll have the chance to build long-term relationships and help clients achieve their financial goals while growing...Live inWork at office
$19.5 per hour
...Job Full Description We are currently seeking a professional and motivated Financial Aid Representative in the Albany, NY area. The ideal candidate will have excellent interpersonal, written, and verbal communication skills in person and on the telephone....Full timeWork experience placementLocal areaFlexible hours$50k - $60k
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$22.82 - $24.82 per hour
A community-focused financial institution is seeking a Member Service Representative in the City of Cohoes, NY. The role involves advocating for members, enhancing their financial goals through exceptional service, and participating in community engagement. Candidates...Hourly payWork at office$94k - $175k
Location: 66 South Pearl Street, Albany New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial... ...personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the...Work experience placementWork at officeLocal areaRemote workFlexible hoursNight shift$22.82 - $24.82 per hour
...Colonie is seeking a dedicated member service representative. This position focuses on enhancing member experiences, fostering relationships with existing members, and attracting new retail and business members. The ideal candidate will possess branch banking experience...Hourly payWork at office- A community-focused financial institution in New York is seeking an experienced Relationship Banker to enhance customer service and provide financial solutions. Responsibilities include processing deposit and loan transactions, identifying customer needs, and effectively...
$18.5 - $23.42 per hour
Pay Range Pay Range: $18.50 - $23.42 Role Overview The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customers’ needs are met. This...Full timeTemporary workPart timeBank staffLocal areaMonday to FridayFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- A leading financial services firm is seeking a Financial Advisor in Albany, NY to build relationships and support client financial goals. This role offers comprehensive training and a unique support structure. Financial Advisors enjoy flexibility, a strong earnings potential...
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The Vermont Agency in Albany, NY is looking for an entry-level financial advisor to join their team. Ideal candidates will have a Bachelor’s degree in business administration, finance, or a related field, along with strong communication and analytical skills. This position...$67.5k - $96.3k
Cardinal Health seeks a Finance Operations professional in Albany, NY, to oversee core financial processes, manage customer rebates, and ensure compliance with contractual terms. Ideal candidates will have a Bachelor's degree and 4+ years in finance or accounting, with...
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