Relationship Banker: Elevate Client Experiences

J.P. Morgan; New York (NY); On-site; USD 45,000 - 72,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in New York is seeking a Relationship Banker to deliver exceptional service and build lasting client relationships at a Chase Branch. You will use banking solutions and digital tools to address customer needs, explain products, and refer specialists as needed.

The role emphasizes hospitality, proactive client engagement, regulatory compliance, and teamwork with branch colleagues to meet revenue and service goals.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and comply with training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses are minimum requirements.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients and proactively meet with them to build relationships.
• Engage in clear, consultative communication to understand and help clients.
• Educate clients to technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions with experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client experience

Communication skills

Issue resolution

Risk/compliance

High school diploma

SIE / FINRA licenses

Weekend availability

Education

High school diploma

Job description

JPMorgan Chase in New York is seeking a Relationship Banker to deliver exceptional service and build lasting client relationships at a Chase Branch. You will use banking solutions and digital tools to address customer needs, explain products, and refer specialists as needed.

The role emphasizes hospitality, proactive client engagement, regulatory compliance, and teamwork with branch colleagues to meet revenue and service goals.