Relationship Banker: Client Advocate & Banking Solutions

Testing Site - JPMC; City of Long Beach (NY); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Relationship Banker for a Chase Branch. You will build lasting client relationships, advise on banking solutions, and promote digital tools like Chase Mobile App to enhance convenience.

Required licenses and regulatory compliance are central: SIE, FINRA Series 6 and state registrations, with JPMorganChase supporting licensing within 180 days. Weekend/evening hours may apply as part of branch availability.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to explain product features and tailor solutions to client needs.
• Strong communication and relationship-building skills.
• Capability to meet risk, compliance, and training requirements.
• Willingness to work branch hours including weekends/evenings.
• SIE, FINRA Series 6, state registrations required (or obtained within 180 days).
• NMLS/Safe Act familiarity is a plus.

Responsibilities

• Put clients first; deliver attentive, friendly service in person or by phone.
• Manage assigned clients; build lasting relationships and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and collaborate with experts for complex needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Problem solving

Regulatory compliance

Customer service

Education

High school diploma/ GED

Job description

JPMorgan Chase in New York is seeking a Relationship Banker for a Chase Branch. You will build lasting client relationships, advise on banking solutions, and promote digital tools like Chase Mobile App to enhance convenience.

Required licenses and regulatory compliance are central: SIE, FINRA Series 6 and state registrations, with JPMorganChase supporting licensing within 180 days. Weekend/evening hours may apply as part of branch availability.