Relationship Banker: Build Trusted Client Relationships

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

Job summary

Chase is seeking a Relationship Banker to represent our brand with hospitality, helping clients choose solutions and build lasting relationships in a branch setting. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful banking options while collaborating with a team of experts.

The role supports ongoing learning and adherence to banking regulations, with flexible hours including weekends.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills, in person and on the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration, and Life licenses required; licensing within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them in person or by phone to build relationships.
• Engage in clear, consultative communication to understand clients and tailor recommendations.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures quickly to consult on banking solutions and connect to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Risk awareness

Regulatory/compliance knowledge

Education

High school diploma / GED / foreign equivalent

Job description

Chase is seeking a Relationship Banker to represent our brand with hospitality, helping clients choose solutions and build lasting relationships in a branch setting. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful banking options while collaborating with a team of experts.

The role supports ongoing learning and adherence to banking regulations, with flexible hours including weekends.