Client-Focused Relationship Banker

Aumni

Town of Monroe (NY)

On-site

USD 55,000 - 75,000

Full time

7 days ago
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Benefits offered by this job

Health insurance
Retirement plan
Tuition reimbursement

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to provide hospitable, client-focused service in a Chase branch. You will acquire, manage, and retain client relationships using financial knowledge to tailor solutions and address financial needs.

The role emphasizes leveraging Chase mobile and online banking tools, collaborating with experts, and complying with regulatory requirements. Weekend/evening hours may be required.

Qualifications

  • Minimum 1+ year sales experience in retail banking or financial services.
  • Ability to create memorable client experiences and tailor solutions.
  • Strong communication skills, both in person and by phone.
  • Capable of resolving client issues with attention to detail.
  • Must meet risk, regulatory, and compliance obligations; complete training.

Responsibilities

  • Put clients first, delivering attentive, friendly service.
  • Manage assigned clients; meet with them to build relationships.
  • Communicate consultatively to understand needs and offer products.
  • Educate clients on technology solutions (mobile app, online banking).
  • Learn products quickly and connect clients to specialists.
  • Adhere to banking policies and regulatory requirements.

Skills

Sales experience
Client communication
Problem resolution
Risk/compliance awareness
Time management

Education

High school diploma or GED
Licensing: SIE, Series 6, state license

Tools

NMLS/SAFE Act knowledge

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to provide hospitable, client-focused service in a Chase branch. You will acquire, manage, and retain client relationships using financial knowledge to tailor solutions and address financial needs.

The role emphasizes leveraging Chase mobile and online banking tools, collaborating with experts, and complying with regulatory requirements. Weekend/evening hours may be required.

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