Client Relationship Banking Specialist

JPMorganChase; New City (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase in New York seeks a Relationship Banker at a Chase branch to deliver welcoming service, build trusted client relationships, and apply the latest financial solutions to meet daily banking needs.

You will engage with clients in person and by phone, understand their financial goals, educate them on digital tools like Chase Mobile App, and collaborate with specialists to address complex financial requests. The role requires compliance with banking regulations and a passion for service.

Qualifications

• 1+ year of sales experience in banking or financial services.
• Ability to create memorable client experiences and tailor solutions.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and compliance.
• Willingness to meet branch hours including weekends and evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships.
• Explain banking products and services and tailor recommendations.
• Educate clients on Chase digital tools and technology.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Relationship management

Financial knowledge

Regulatory compliance

Education

High school diploma

Job description

JPMorganChase in New York seeks a Relationship Banker at a Chase branch to deliver welcoming service, build trusted client relationships, and apply the latest financial solutions to meet daily banking needs.

You will engage with clients in person and by phone, understand their financial goals, educate them on digital tools like Chase Mobile App, and collaborate with specialists to address complex financial requests. The role requires compliance with banking regulations and a passion for service.