Client-Focused Relationship Banker

JP Morgan Chase; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

JP Morgan Chase in New York seeks a Relationship Banker to represent our brand with hospitality, acquiring, managing, and retaining client relationships using sophisticated banking solutions. You will tailor recommendations and collaborate with a team of experts to help clients meet financial goals.

You will assist clients in navigating Chase Mobile App and Chase.com, delivering proactive service while maintaining branch standards and hours, including occasional weekends.

Qualifications

• 1+ year of sales experience in retail banking.
• Strong client service and relationship-building skills.
• Excellent communication, in-person and by phone.
• Ability to meet regulatory and risk requirements.
• High school diploma or foreign equivalent.
• SIE exam and FINRA licenses must be obtained within 180 days.
• Ability to work weekends and some evenings.

Responsibilities

• Acquire, manage, and retain client relationships.
• Provide banking solutions and guidance.
• Help clients use Chase mobile and online tools.
• Meet branch sales targets and contribute to branch goals.
• Adhere to policies and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Time management

Problem solving

Education

High school diploma

SIE and FINRA licenses (within 180 days)

Tools

Chase Mobile App

Chase.com

ATMs

Job description

JP Morgan Chase in New York seeks a Relationship Banker to represent our brand with hospitality, acquiring, managing, and retaining client relationships using sophisticated banking solutions. You will tailor recommendations and collaborate with a team of experts to help clients meet financial goals.

You will assist clients in navigating Chase Mobile App and Chase.com, delivering proactive service while maintaining branch standards and hours, including occasional weekends.