Relationship Banker: Elevate Client Experience & Solutions

Aumni; Town of Islip (NY); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Comprehensive 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 & Co. is seeking a Relationship Banker in our New York branch to build and manage client relationships, providing thoughtful financial solutions and guidance. You will help clients navigate products and services, leveraging digital tools to enhance banking experiences.

The role requires sales experience, strong communication, and a commitment to compliance. Weekend/evening hours may be required, with on-site work in the branch.

Qualifications

• 1+ year of sales and relationship-building in Retail Banking, Financial Services, or related industries.
• Excellent communication skills, in-person and over the phone, with ability to tailor product benefits to client needs.
• Ability to resolve client issues with attention to detail while maintaining compliance.

Responsibilities

• Put clients first and exceed expectations with attentive, friendly service.
• Manage assigned clients, meet with them regularly to build lasting relationships and tailor recommendations.
• Educate clients on technology solutions (mobile app, online banking) and connect them to experts for complex needs.
• Adhere to policies, procedures, and regulatory requirements while growing relationships.

Skills

Sales experience

Customer service

Communication

Regulatory compliance

Financial products

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in our New York branch to build and manage client relationships, providing thoughtful financial solutions and guidance. You will help clients navigate products and services, leveraging digital tools to enhance banking experiences.

The role requires sales experience, strong communication, and a commitment to compliance. Weekend/evening hours may be required, with on-site work in the branch.