Relationship Banker - Elevate Client Experiences

J.P. Morgan; New York (NY); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

comprehensive health care coverage

on-site health and wellness centers

a retirement savings plan

backup childcare

tuition reimbursement

mental health support

financial coaching

and more

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase branch to represent our brand with hospitality, using modern banking solutions and technology to serve clients.

You will acquire, manage, and retain relationships, tailor solutions, and educate clients on Chase Mobile App, Chase.com, and ATMs to meet their financial needs.

The role requires meeting regulatory requirements and driving exceptional client experiences while collaborating with product and lending specialists.

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 on the phone.
• Ability to resolve client issues with attention to detail.
• 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; must obtain within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and proactively meet with them to build lasting relationships.
• Engage in clear, polite, consultative communication to understand and help clients.
• Educate and connect clients to technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products quickly and consult with clients about banking solutions; connect to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication

Problem solving

Regulatory compliance

High school diploma

Licensing (SIE/FINRA 6)

Weekend availability

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase branch to represent our brand with hospitality, using modern banking solutions and technology to serve clients.

You will acquire, manage, and retain relationships, tailor solutions, and educate clients on Chase Mobile App, Chase.com, and ATMs to meet their financial needs.

The role requires meeting regulatory requirements and driving exceptional client experiences while collaborating with product and lending specialists.