Client Banking & Relationship Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY is seeking a Relationship Banker in a Chase Branch to deliver warm, client-centric service and leverage the bank's digital tools to meet financial needs.

The role focuses on acquiring, managing, and retaining client relationships, explaining products clearly, and collaborating with specialists to address complex financial goals while maintaining regulatory compliance and a welcoming environment.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.

Responsibilities

• Put clients first and exceed their expectations – deliver attentive and friendly service.
• Manage assigned clients and proactively meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand and help clients and anticipate needs.
• Educate clients to technology solutions such as Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Customer service

Regulatory compliance awareness

Problem solving

Availability for weekends/evenings

Education

High school degree or equivalent

Job description

JPMorgan Chase & Co. in New York, NY is seeking a Relationship Banker in a Chase Branch to deliver warm, client-centric service and leverage the bank's digital tools to meet financial needs.

The role focuses on acquiring, managing, and retaining client relationships, explaining products clearly, and collaborating with specialists to address complex financial goals while maintaining regulatory compliance and a welcoming environment.