Client-Focused Relationship Banker

JPMorgan Chase & Co.; Manhasset (NY); On-site; USD 52,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to deliver exceptional hospitality while leveraging banking solutions and fintech to support clients' financial needs.

The role focuses on acquiring, managing, and retaining client relationships, guiding them through product options and ensuring compliance with regulatory requirements. Strong communication and a client-first mindset are essential for success.

Qualifications

• High school diploma or GED required.
• SIE exam and FINRA Series 6 license expected or obtainable.
• Licensing requirements include NMLS registration and state registration if applicable.

Responsibilities

• Put clients first and exceed expectations with welcoming service.
• Manage assigned clients and meet with them to build lasting relationships.
• Communicate clearly to tailor product and service recommendations to client needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.

Skills

Sales experience

Client relationship building

Communication skills

Regulatory compliance

Education

High school diploma or GED

SIE exam

FINRA Series 6 license

NMLS registration

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to deliver exceptional hospitality while leveraging banking solutions and fintech to support clients' financial needs.

The role focuses on acquiring, managing, and retaining client relationships, guiding them through product options and ensuring compliance with regulatory requirements. Strong communication and a client-first mindset are essential for success.