Client-Focused Banking Relationship Specialist

JPMorgan Chase; New York (NY); On-site; USD 52,000 - 72,000; Full time

Job summary

JPMorganChase in New York seeks a Relationship Banker to deliver hospitality, build lasting client relationships, and leverage digital tools to meet financial needs. You will take a lead role in acquiring, managing, and retaining clients, offering thoughtful solutions while upholding bank policies.

The role requires sales experience, excellent communication, and the ability to work flexible branch hours. Licensing and regulatory requirements apply upon hire.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences and elevate service.
• Excellent communication in person and over the phone; tailor solutions to client needs.
• Follow risk parameters and complete required training.
• High school diploma or equivalent; licenses required or pursued post-hire.
• Licensing: SIE, FINRA 6, state registrations and Life licenses; licensing program within 180 days.

Responsibilities

• Put clients first, deliver attentive service and create a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to deepen relationships.
• Communicate clearly to understand needs and offer product solutions.
• Educate clients on technology like Chase Mobile App and ATMs for convenience.
• Learn products and procedures quickly and collaborate with experts on complex needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Regulatory compliance awareness

Problem solving

Time management

Education

High school diploma

Tools

Chase Mobile App

Chase.com

CRM systems

Job description

JPMorganChase in New York seeks a Relationship Banker to deliver hospitality, build lasting client relationships, and leverage digital tools to meet financial needs. You will take a lead role in acquiring, managing, and retaining clients, offering thoughtful solutions while upholding bank policies.

The role requires sales experience, excellent communication, and the ability to work flexible branch hours. Licensing and regulatory requirements apply upon hire.