Client-Focused Relationship Banker

Aumni; Oceanside (NY); On-site; USD 48,000 - 72,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions to meet their financial needs and enhance their lives.

You will also educate clients on digital banking tools and work within risk and regulatory requirements, with opportunities to collaborate with a team of specialists to address complex financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services, with proven success in acquiring and deepening client relationships.
• Excellent communication skills, both in person and over the phone, to tailor product benefits to client needs.
• Ability to resolve client issues promptly while maintaining a high level of service.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand client needs and build trust.
• Educate clients on technology solutions like mobile app and online banking to enhance ease of use.
• Learn products, services, and procedures quickly to effectively consult and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication

Customer service

Problem solving

Attention to detail

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions to meet their financial needs and enhance their lives.

You will also educate clients on digital banking tools and work within risk and regulatory requirements, with opportunities to collaborate with a team of specialists to address complex financial needs.