Relationship Banker — Elevate Client Experiences

JPMorgan Chase & Co.; East Northport (NY); On-site; USD 50,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and to build lasting client relationships using our latest banking solutions.

You will engage with clients in person and over the phone, tailor product recommendations, and help meet financial needs while leveraging technology and support from our team of experts.

Qualifications

• Sales experience in retail banking or financial services.
• Ability to create memorable client experiences and tailor product recommendations.
• Excellent communication skills, in person and on the phone.
• Attention to detail and issue resolution in a regulated environment.
• Compliance with risk and training obligations.
• Licensing requirements must be pursued if not already held.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them, and build lasting relationships.
• Communicate clearly to understand needs and tailor recommendations.
• Connect clients to technology solutions like mobile apps and ATMs.
• Learn products and procedures to consult on banking solutions and refer to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience in Retail Banking

Customer experience

Communication skills

Issue resolution

Risk/compliance awareness

High school degree or GED

Licensing knowledge (SIE, FINRA 6, 63,

Licensing program completion within 6–

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and to build lasting client relationships using our latest banking solutions.

You will engage with clients in person and over the phone, tailor product recommendations, and help meet financial needs while leveraging technology and support from our team of experts.