Relationship Banker: Build Lasting Client Relationships

JPMorganChase

New York (NY)

On-site

USD 50,000 - 75,000

Full time

3 days ago
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Benefits offered by this job

Health care coverage
Retirement savings plan
Tuition reimbursement
Mental health support

Job summary

JPMorganChase seeks a Relationship Banker in New York to deliver exceptional client experiences using Chase solutions and technology. You will represent the brand with hospitality, manage client needs, and collaborate with experts to address financial goals.

Role requires 1+ year sales experience in retail banking, strong communication, and ability to work weekends. The bank emphasizes compliance and learning, with comprehensive benefits and advancement opportunities.

Qualifications

  • 1+ year of sales experience in Retail Banking or related industry.
  • Excellent communication skills for in-person and phone interactions.
  • Ability to meet risk/compliance obligations and complete required training.
  • SIE, FINRA Series 6, state registration (including 63 if required), and Life licenses required or through JPM licensing within 180 days.
  • Ability to work branch hours including weekends and some evenings.

Responsibilities

  • Put clients first and deliver attentive, friendly service in a welcoming environment.
  • Proactively meet with clients to build relationships and tailor recommendations.
  • Engage in clear, consultative communication to understand needs.
  • Educate clients on technology solutions such as Chase Mobile App, Chase.com, and ATMs.
  • Learn products and procedures to consult on banking solutions and connect to experts.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Communication skills
Client relationship building
Regulatory compliance
Time management
Attention to detail
Financial knowledge

Education

High school degree or equivalent
College degree or military equivalent

Job description

JPMorganChase seeks a Relationship Banker in New York to deliver exceptional client experiences using Chase solutions and technology. You will represent the brand with hospitality, manage client needs, and collaborate with experts to address financial goals.

Role requires 1+ year sales experience in retail banking, strong communication, and ability to work weekends. The bank emphasizes compliance and learning, with comprehensive benefits and advancement opportunities.

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