Relationship Banker: Client Experience & Finance Advisor

Next Frontier Capital; Manhasset (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Relationship Banker to deliver exceptional client experiences in our branch network in New York. You will acquire, manage, and retain meaningful relationships, using your financial knowledge to tailor solutions for clients.

The role supports mobile and digital solutions, while requiring compliance with banking regulations and licensing timelines. Flexible hours including weekends and some evenings are expected.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients - elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client service

Excellent communication

Risk/compliance

Licensing readiness

Education

High school diploma or GED

SIE exam / FINRA Series 6 required

State registration (including 63 if required)

Life licenses (required)

Job description

JPMorganChase is seeking a Relationship Banker to deliver exceptional client experiences in our branch network in New York. You will acquire, manage, and retain meaningful relationships, using your financial knowledge to tailor solutions for clients.

The role supports mobile and digital solutions, while requiring compliance with banking regulations and licensing timelines. Flexible hours including weekends and some evenings are expected.