Client-First Banking Relationship Specialist

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

Job summary

JPMorganChase is seeking a Relationship Banker for a Chase Branch in New York. You will represent the brand, acquire, manage, and retain client relationships using financial knowledge to offer thoughtful solutions that meet their financial needs.

You will collaborate with experts to address complex needs and adhere to regulatory requirements. The role requires strong client service, sales experience, and flexibility to work weekends and some evenings, with exposure to digital banking tools and

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail while maintaining consistency.
• Operate within risk parameters and complete required training.
• Licensing requirements: SIE, FINRA Series 6, state registrations; training provided if unlicensed.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them in person or by phone to build lasting relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust by listening and asking questions.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions and connect clients to specialists.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Customer service

Regulatory compliance

Risk awareness

Time management

Education

High school degree / GED

Job description

JPMorganChase is seeking a Relationship Banker for a Chase Branch in New York. You will represent the brand, acquire, manage, and retain client relationships using financial knowledge to offer thoughtful solutions that meet their financial needs.

You will collaborate with experts to address complex needs and adhere to regulatory requirements. The role requires strong client service, sales experience, and flexibility to work weekends and some evenings, with exposure to digital banking tools and