Relationship Banker - New Ct jobs at Jpmorgan in United States, New Haven
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JPM
JPMorgan Relationship Banker - Third Ave 65th St New York NY United States, New York, New York
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture. Engages clients as they enter...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Implement new business strategy, strategic initiatives or platforms, including aligning department and support groups (Finance, Tech, Ops, Legal, Compliance). Optimize 'bottom line' business performance by driving key initiatives (fees, cost...
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening...
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to...
Help devise customized financial strategies for existing and prospective clients. Prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
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