Relationship Banker: Elevate Client Experiences

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

Job summary

JPMorganChase, based in New York, seeks a Relationship Banker to represent the Chase brand in a branch environment. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging digital tools to service accounts.

The role requires strong communication, regulatory awareness, and weekend availability, with a high school diploma and appropriate securities licenses required and training provided.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Ability to create memorable experiences for clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits.
• Ability to resolve client issues with attention to detail while maintaining consistent client experience.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration, and Life licenses; unlicensed applicants must obtain licenses within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

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

Skills

Sales experience

Client service

Excellent communication

Regulatory awareness

Weekend availability

Education

High School Diploma or GED

Job description

JPMorganChase, based in New York, seeks a Relationship Banker to represent the Chase brand in a branch environment. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging digital tools to service accounts.

The role requires strong communication, regulatory awareness, and weekend availability, with a high school diploma and appropriate securities licenses required and training provided.