Relationship Banker: Elevate Client Banking

JPMorganChase

Manhasset (NY)

On-site

USD 55,000 - 75,000

Full time

7 days ago
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Job summary

JPMorganChase in New York is seeking a Relationship Banker to represent our brand with hospitality, use modern banking solutions, and help clients manage their financial needs. You will acquire, manage, and retain client relationships, advise on products, and coordinate with specialists to support complex financial goals, while adhering to all policies and regulatory requirements.

This on-site role requires weekend/evening hours and a commitment to delivering outstanding service through every

Qualifications

  • 1+ year of sales experience in Retail Banking or related industry.
  • Ability to create memorable client experiences and elevate service.
  • Excellent communication skills, in person and over the phone.
  • Ability to resolve client issues with attention to detail.
  • Must meet risk, compliance, and licensing requirements (SIE, Series 6, state registrations).
  • Ability to work branch hours including weekends and some evenings.

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
Communication
Relationship building
Customer service

Education

High school diploma or GED

Job description

JPMorganChase in New York is seeking a Relationship Banker to represent our brand with hospitality, use modern banking solutions, and help clients manage their financial needs. You will acquire, manage, and retain client relationships, advise on products, and coordinate with specialists to support complex financial goals, while adhering to all policies and regulatory requirements.

This on-site role requires weekend/evening hours and a commitment to delivering outstanding service through every

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