Relationship Banker: Build Lasting Client Relationships

JPMorgan Chase; New York (NY); On-site; USD 34,000 - 44,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker for a Chase Branch in New York. You will represent the brand with hospitality, managing client relationships and offering financial solutions using modern banking tools.

You will engage clients in person and by phone, learn products quickly, and ensure compliance with banking regulations. This role emphasizes customer-centric service and collaboration with specialists to meet clients' needs.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Willingness to work branch hours including weekends and some evenings.
• SIE exam, FINRA Series 6, state registration, and Life licenses required or to be obtained within 180 days.

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, and connect them to our team of experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Bilingual English/Mandarin

Regulatory awareness

Education

High school diploma

Job description

JPMorganChase is seeking a Relationship Banker for a Chase Branch in New York. You will represent the brand with hospitality, managing client relationships and offering financial solutions using modern banking tools.

You will engage clients in person and by phone, learn products quickly, and ensure compliance with banking regulations. This role emphasizes customer-centric service and collaboration with specialists to meet clients' needs.