Relationship Banker: Build Lasting Client Relationships

J.P. Morgan; New York (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health care package

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking a Relationship Banker to represent the brand in a Chase branch, delivering hospitality and financial guidance. The role focuses on acquiring, managing, and retaining client relationships using banking solutions and technology to enhance the client experience.

The position requires sales experience, strong communication skills, and the ability to work flexible banking hours including weekends.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success in acquiring and expanding client relationships.
• Excellent communication skills, both in person and over the phone, with the ability to tailor product features to client needs.
• Ability to navigate risk parameters and comply with regulatory obligations, including required training.
• High school diploma or GED or foreign equivalent; licenses (SIE, FINRA Series 6, state registration, Life) required or to be obtained within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Develop and manage assigned clients, meeting in person and by phone to deepen relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust; listen and solve problems.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs to meet banking needs.
• Learn products and procedures quickly and collaborate with experts to address complex financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Relationship building

Excellent communication

Client problem resolution

Regulatory compliance

Attention to detail

Ability to work weekends/evenings

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase is seeking a Relationship Banker to represent the brand in a Chase branch, delivering hospitality and financial guidance. The role focuses on acquiring, managing, and retaining client relationships using banking solutions and technology to enhance the client experience.

The position requires sales experience, strong communication skills, and the ability to work flexible banking hours including weekends.