Relationship Banker: Build Lasting Client Relationships

JP Morgan Chase; New York (NY); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health insurance

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase & Co. in New York City is seeking a Relationship Banker to deliver exceptional client experiences in a Chase branch.

You will acquire, manage, and retain meaningful client relationships, offering thoughtful financial solutions with a focus on hospitality and technology-enabled banking. The role requires compliance with regulatory requirements and flexibility for weekend/evening hours.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable client experiences and elevate service quality.
• Excellent communication skills in person and over the phone, tailoring features to client needs.
• Strong problem-solving skills with attention to detail and accuracy.
• Operate within risk parameters and complete required training.
• High school diploma or equivalent; securities licenses or ability to obtain.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients, meet with them in person and by phone to build relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust; listen and respond accordingly.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) to meet needs anytime, anywhere.
• Learn products, services, and procedures to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Exceptional communication

Relationship building

Client needs assessment

Attention to detail

Time management

Regulatory compliance

Education

High school diploma or GED

SIE exam

FINRA Series 6 (or state registration 63 if required)

Life insurance license (or ability to obtain)

Tools

Chase Mobile App

Chase.com

ATMs

Job description

JPMorgan Chase & Co. in New York City is seeking a Relationship Banker to deliver exceptional client experiences in a Chase branch.

You will acquire, manage, and retain meaningful client relationships, offering thoughtful financial solutions with a focus on hospitality and technology-enabled banking. The role requires compliance with regulatory requirements and flexibility for weekend/evening hours.