Relationship Banker: Elevate Client Experiences

JPMorganChase; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is seeking a Relationship Banker to join our New York branch, delivering exceptional client service and helping clients navigate banking solutions. You will build and manage relationships, understand financial needs, and offer thoughtful product recommendations to support clients’ goals.

You will meet with clients in person and by phone, learn Chase technology, stay compliant with regulatory requirements, and collaborate with a team of experts to address complex financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client communication

Relationship building

Regulatory compliance

Problem resolution

Time flexibility

Education

High school degree

College degree

Job description

Chase is seeking a Relationship Banker to join our New York branch, delivering exceptional client service and helping clients navigate banking solutions. You will build and manage relationships, understand financial needs, and offer thoughtful product recommendations to support clients’ goals.

You will meet with clients in person and by phone, learn Chase technology, stay compliant with regulatory requirements, and collaborate with a team of experts to address complex financial needs.