Relationship Banker: Build Lasting Client Relationships

JPMorganChase; City of Long Beach (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

On-site wellness

Tuition reimbursement

Backup childcare

Financial coaching

Mental health support

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and help clients meet their financial needs. The role focuses on acquiring, managing, and retaining relationships while leveraging Chase’s technology.

The candidate should have 1+ year in retail banking sales, strong communication, and the ability to work weekends/evenings. Licensing through the JPMorganChase program will be required within 180 days of hire.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• SIE, Series 6, state registration (including 63 if required) and Life licenses required; licenses within 180 days.
• Able to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with friendly service.
• Manage assigned clients and proactively meet with them to build relationships.
• Engage in clear, consultative communication to understand needs.
• Educate and connect clients to technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Client relationship building

Regulatory compliance awareness

Education

High school diploma or GED

College degree preferred

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and help clients meet their financial needs. The role focuses on acquiring, managing, and retaining relationships while leveraging Chase’s technology.

The candidate should have 1+ year in retail banking sales, strong communication, and the ability to work weekends/evenings. Licensing through the JPMorganChase program will be required within 180 days of hire.