Relationship Banker: Create Lasting Client Connections

Fairygodboss; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorganChase in New York seeks a Relationship Banker to build and manage meaningful client relationships, leveraging financial knowledge to tailor solutions. The role focuses on welcoming clients, using digital tools, and delivering compliant, high-touch service.

Responsibilities include meeting with clients in person and by phone, educating them on products, and collaborating with specialists to address complex needs. weekend/evening hours may be required.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail and deliver a consistent client experience.

Responsibilities

• Put clients first and exceed their expectations by delivering attentive service.
• Manage assigned clients and proactively meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand and help clients.
• Educate clients to technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions and connect clients to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

1+ year of sales experience

Excellent communication

Client relationship management

Regulatory compliance

Financial knowledge

Education

High school diploma or GED

SIE exam, FINRA Series 6, and state registrations prerequisites

Job description

JPMorganChase in New York seeks a Relationship Banker to build and manage meaningful client relationships, leveraging financial knowledge to tailor solutions. The role focuses on welcoming clients, using digital tools, and delivering compliant, high-touch service.

Responsibilities include meeting with clients in person and by phone, educating them on products, and collaborating with specialists to address complex needs. weekend/evening hours may be required.