Relationship Banker: Client Advocate & Banking Solutions

JP Morgan Chase; Commack (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Relationship Banker to represent our brand with hospitality and financial solutions. You will lead client relationships, offering thoughtful solutions to address financial needs and contribute to branch success.

Responsibilities include meeting with clients, educating on technology like Chase Mobile App, and ensuring regulatory compliance. A strong focus on service excellence and teamwork is essential.

Qualifications

• Minimum high school diploma or equivalent.
• SIE, FINRA Series 6, state registrations and Life licenses required or to be obtained within 180 days.

Responsibilities

• Put clients first with attentive service and create a welcoming environment.
• Acquire, manage, and retain client relationships and tailor product and service recommendations.
• Educate clients on technology solutions such as the Chase Mobile App and Chase.com.
• Adhere to banking policies and regulatory requirements.
• Collaborate with the team to address financial needs and connect clients to experts.

Skills

Sales experience

Relationship building

Communication skills

Regulatory compliance

Licensing knowledge

Education

High school diploma

GED

College degree

Job description

JPMorgan Chase in New York is seeking a Relationship Banker to represent our brand with hospitality and financial solutions. You will lead client relationships, offering thoughtful solutions to address financial needs and contribute to branch success.

Responsibilities include meeting with clients, educating on technology like Chase Mobile App, and ensuring regulatory compliance. A strong focus on service excellence and teamwork is essential.