Client-Centric Relationship Banker

JP Morgan Chase; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Relationship Banker in a branch environment to deliver exceptional hospitality and financial guidance. You will manage client portfolios, introduce them to digital tools, and collaboratively connect them with specialists for complex needs.

The role requires strong sales and communication skills, the ability to build trust, and adherence to regulatory requirements. You’ll support clients across everyday banking, mortgages, and investment products within a dynamic team.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills, both in person and on the phone, tailoring benefits to client needs.
• Ability to resolve client issues with attention to detail and consistency.
• Work within risk parameters and complete required training and compliance obligations.
• High school degree or equivalent; licensing requirements must be obtained within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person or by phone, build lasting relationships.
• Communicate clearly to understand client needs and tailor banking solutions.
• Educate clients on technology tools like Chase Mobile App and online banking.
• Learn products, services, and procedures to consult on banking solutions and connect clients to specialists.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationships

Communication skills

Issue resolution

Regulatory compliance

Education

High school degree or equivalent

SIE, Series 6, 63 licenses (or equivalent) and Life licenses

Job description

Chase is seeking a Relationship Banker in a branch environment to deliver exceptional hospitality and financial guidance. You will manage client portfolios, introduce them to digital tools, and collaboratively connect them with specialists for complex needs.

The role requires strong sales and communication skills, the ability to build trust, and adherence to regulatory requirements. You’ll support clients across everyday banking, mortgages, and investment products within a dynamic team.