Client-Focused Banking Relationship Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Relationship Banker to deliver hospitality-driven service and to manage and deepen client relationships using both in-branch and digital channels.

The role focuses on understanding client financial needs, offering thoughtful solutions, and guiding customers through Chase’s technology tools, while complying with banking regulations and risk controls.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences.
• Excellent communication skills.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and comply with regulations.
• High school diploma or equivalent.
• SIE exam, FINRA Series 6, state registration, and Life licenses required or pursued within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and address client needs.
• Educate and connect clients to technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures and collaborate with experts for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Customer service

Regulatory awareness

Time management

Education

High school diploma or GED

College degree preferred

Tools

Chase Mobile App

Job description

JPMorgan Chase & Co. in New York is seeking a Relationship Banker to deliver hospitality-driven service and to manage and deepen client relationships using both in-branch and digital channels.

The role focuses on understanding client financial needs, offering thoughtful solutions, and guiding customers through Chase’s technology tools, while complying with banking regulations and risk controls.