Relationship Banker: Elevate Client Experience & Solutions

J.P. Morgan; New York (NY); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in New York is hiring a Relationship Banker to welcome clients, understand their financial needs, and connect them with tailored banking solutions. You will build lasting relationships, represent Chase with hospitality, and help clients use Chase Mobile App and online tools.

The role requires at least a high school diploma, licensing in SIE/Series 6/Life, and availability for weekend/evening hours.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• 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.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• 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

1+ year sales experience

Excellent communication

Client relationship management

Regulatory knowledge

Sales targets

Education

High school diploma or equivalent

Job description

JPMorgan Chase in New York is hiring a Relationship Banker to welcome clients, understand their financial needs, and connect them with tailored banking solutions. You will build lasting relationships, represent Chase with hospitality, and help clients use Chase Mobile App and online tools.

The role requires at least a high school diploma, licensing in SIE/Series 6/Life, and availability for weekend/evening hours.