Relationship Banker: Elevate Client Banking Experience

JPMorganChase; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker in New York to deliver exceptional client service, manage client relationships, and drive tailored financial solutions. You will engage with clients in-person and by phone, using Chase technology to enhance their banking experience and connect them with specialists for complex needs.

The role requires at least 1 year of sales experience, strong communication, and bilingual English/Mandarin abilities.

Qualifications

• 1+ year of sales experience in retail banking or financial services with proven success.
• Ability to create memorable client experiences and elevate service.
• Excellent communication in person and over the phone, tailoring product benefits.
• Ability to resolve client issues with attention to detail within risk parameters.
• Must meet licensing requirements and obtain licenses within 180 days of hire.

Responsibilities

• Put clients first with attentive, friendly service in a welcoming environment.
• Manage clients and proactively meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to policies and regulatory requirements.

Skills

Client relationship selling

Excellent communication

Bilingual English/Mandarin

Regulatory awareness

Education

High school diploma or GED

SIE/Series 6 license basics

Job description

JPMorganChase is seeking a Relationship Banker in New York to deliver exceptional client service, manage client relationships, and drive tailored financial solutions. You will engage with clients in-person and by phone, using Chase technology to enhance their banking experience and connect them with specialists for complex needs.

The role requires at least 1 year of sales experience, strong communication, and bilingual English/Mandarin abilities.