Client-Focused Relationship Banker

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 48,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and advisory service. You will acquire, manage, and retain client relationships using financial knowledge to offer tailored solutions, while promoting digital banking tools.

The role emphasizes building trust, understanding clients' financial needs, and collaborating with banking specialists to address complex requirements. Strong communication and regulatory compliance are essential.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences.
• Excellent communication skills—in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or GED or foreign equivalent.
• Licensing: SIE, FINRA Series 6, state registration (63 if required) and Life licenses; if unlicensed, obtain within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive service to create a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand and address clients' needs and build trust.
• Educate clients about technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect to experts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Client issue resolution

Regulatory compliance

Flexible hours

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and advisory service. You will acquire, manage, and retain client relationships using financial knowledge to offer tailored solutions, while promoting digital banking tools.

The role emphasizes building trust, understanding clients' financial needs, and collaborating with banking specialists to address complex requirements. Strong communication and regulatory compliance are essential.