Client-Centric Relationship Banker

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

Job summary

JPMorgan Chase is seeking a Relationship Banker to represent our brand at a Chase branch, delivering hospitable service and using the latest banking solutions to meet client needs. You will develop and retain meaningful client relationships, leveraging financial knowledge to offer thoughtful solutions and help clients manage their finances more easily.

Responsibilities include meeting with clients in person or by phone, guiding them through banking solutions, and collaborating with experts for

Qualifications

• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, and Life licenses; obtain within 180 days of hire.
• NMLS registration under SAFE Act required after starting.

Responsibilities

• Put clients first and exceed 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.

Skills

Sales experience

Customer experience

Communication skills

Issue resolution

Regulatory compliance

Weekend/evening availability

Education

High school degree or equivalent

College degree (preferred)

Job description

JPMorgan Chase is seeking a Relationship Banker to represent our brand at a Chase branch, delivering hospitable service and using the latest banking solutions to meet client needs. You will develop and retain meaningful client relationships, leveraging financial knowledge to offer thoughtful solutions and help clients manage their finances more easily.

Responsibilities include meeting with clients in person or by phone, guiding them through banking solutions, and collaborating with experts for