Relationship Banker: Elevate Client Experiences

JPMorgan Chase & Co.; Town of Monroe (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Relationship Banker to represent the Chase brand in a branch setting, delivering hospitality and financial solutions. You will build and manage client relationships, educate clients on digital banking tools, and collaborate with specialists to address complex financial needs.

The role emphasizes compliant, client-centric service with a focus on acquiring and retaining clients through personalized guidance and solutions.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven client acquisition.
• Ability to create memorable client experiences and elevate service.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail while adhering to policies.
• Compliance with risk and regulatory requirements including training.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them, and build lasting relationships.
• Communicate clearly to understand client needs and tailor recommendations.
• Educate clients on technology solutions (mobile app, online banking, ATMs).
• Learn products and procedures quickly to consult on banking solutions with experts.
• Adhere to banking policies and regulatory requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Detail oriented

Risk/compliance awareness

Education

High school degree

College degree (preferred)

Job description

JPMorgan Chase & Co. seeks a Relationship Banker to represent the Chase brand in a branch setting, delivering hospitality and financial solutions. You will build and manage client relationships, educate clients on digital banking tools, and collaborate with specialists to address complex financial needs.

The role emphasizes compliant, client-centric service with a focus on acquiring and retaining clients through personalized guidance and solutions.