Relationship Banker: Build Lasting Client Partnerships

Next Frontier Capital; New York (NY); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorganChase in New York City seeks a Relationship Banker to deliver hospitality and financial guidance to clients in-branch, leveraging Chase technology to enhance everyday banking. You will grow relationships, tailor product recommendations, and collaborate with specialists to meet clients' needs while upholding risk and regulatory standards.

This full-time role requires weekend/evening hours and offers competitive compensation and benefits.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication skills, in person and by phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• The SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Customer service

Risk & compliance awareness

Weekend/evening availability

Attention to detail

Education

High school diploma or equivalent

SIE exam & FINRA Series 6

State registration (63 if required)

Life licenses

Job description

JPMorganChase in New York City seeks a Relationship Banker to deliver hospitality and financial guidance to clients in-branch, leveraging Chase technology to enhance everyday banking. You will grow relationships, tailor product recommendations, and collaborate with specialists to meet clients' needs while upholding risk and regulatory standards.

This full-time role requires weekend/evening hours and offers competitive compensation and benefits.