Relationship Banker: Build Lasting Client Relationships

JP Morgan Chase; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorganChase in New York City seeks a Relationship Banker to build and manage meaningful client relationships, delivering hospitality and tailored financial solutions. You will guide clients on Chase technology, coordinate with experts for complex needs, and ensure adherence to regulatory standards.

This role emphasizes customer experience, risk awareness, and collaboration across teams to support branch success.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences.
• Excellent communication skills with the ability to tailor features to client needs.
• Ability to resolve client issues with attention to detail.
• Ability to work within risk parameters and complete required training.
• High school degree or equivalent.
• Licensing requirements: SIE, FINRA Series 6, state registration and Life licenses; unlicensed hires must obtain licenses within 180 days.
• Ability to work branch hours, including weekends and some evenings.
• Bilingual English and Spanish required.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Proactively meet with assigned clients in person and by phone to build relationships and tailor recommendations.
• Use consultative communication to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com to meet banking needs.
• Learn products and procedures quickly to advise on banking solutions and connect clients to specialists.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship

Communication skills

Regulatory compliance understanding

Bilingual English/Spanish

Education

High school diploma or equivalent

SIE + FINRA Series 6 + Life licenses

Job description

JPMorganChase in New York City seeks a Relationship Banker to build and manage meaningful client relationships, delivering hospitality and tailored financial solutions. You will guide clients on Chase technology, coordinate with experts for complex needs, and ensure adherence to regulatory standards.

This role emphasizes customer experience, risk awareness, and collaboration across teams to support branch success.