Relationship Banker: Elevate Client Experiences & Solutions

JPMorganChase; New York (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorganChase in New York, NY is seeking a Relationship Banker to represent our brand with hospitality, leverage modern banking solutions, and help clients meet financial needs. You will grow and retain meaningful client relationships by delivering tailored solutions and proactive service.

The role requires 1+ year of sales in banking, strong communication, and the ability to work weekends/evenings. Knowledge of Chase technology and regulatory requirements is essential.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success in establishing new clients.
• Excellent communication skills, with ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to work within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent; licenses (SIE, Series 6, 63, Life) required within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

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 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

Excellent communication

Client relationship management

Regulatory compliance

Attention to detail

Customer service

Education

High school diploma or GED

College degree

Job description

JPMorganChase in New York, NY is seeking a Relationship Banker to represent our brand with hospitality, leverage modern banking solutions, and help clients meet financial needs. You will grow and retain meaningful client relationships by delivering tailored solutions and proactive service.

The role requires 1+ year of sales in banking, strong communication, and the ability to work weekends/evenings. Knowledge of Chase technology and regulatory requirements is essential.