Relationship Banker: Build Trust with Smart Banking

JPMorganChase; Woodside (NY); On-site; USD 48,000 - 70,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker to represent Chase in a branch, delivering exceptional hospitality and financial guidance. You will acquire, manage, and retain client relationships, leveraging Chase technology to meet banking needs.

The role emphasizes building trust, delivering personalized service, and adhering to regulatory requirements, with opportunities to connect clients to experts for specialized financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven client acquisition and relationship deepening.
• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
• 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 and meet with them in person or by phone to understand needs and tailor recommendations.
• Communicate clearly and consultatively to build trust and anticipate needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products, services and procedures to consult on banking solutions and connect clients to experts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Client relationship building

Excellent communication

Problem solving

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Tools

Chase Mobile App

Chase.com

Job description

JPMorganChase is seeking a Relationship Banker to represent Chase in a branch, delivering exceptional hospitality and financial guidance. You will acquire, manage, and retain client relationships, leveraging Chase technology to meet banking needs.

The role emphasizes building trust, delivering personalized service, and adhering to regulatory requirements, with opportunities to connect clients to experts for specialized financial needs.