Relationship Banker: Elevate Client Experiences & Solutions

JPMorgan Chase & Co.; Town of New Albion (NY); On-site; USD 50,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Relationship Banker to represent our brand with hospitality and financial solutions.

You will acquire, manage, and retain client relationships, using your knowledge to tailor recommendations and provide thoughtful financial guidance. You will learn products quickly, leverage Chase Mobile App and digital tools, collaborate with specialists, and ensure compliance with all banking regulations.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Excellent communication skills in person and over the phone; ability to tailor features of products and services.
• Ability to resolve client issues with attention to detail while meeting risk requirements.
• Must meet licensing requirements including SIE, Series 6, state registrations or obtain through JPMorganChase licensing program.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them regularly to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand client needs, building trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Relationship building

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. in New York seeks a Relationship Banker to represent our brand with hospitality and financial solutions.

You will acquire, manage, and retain client relationships, using your knowledge to tailor recommendations and provide thoughtful financial guidance. You will learn products quickly, leverage Chase Mobile App and digital tools, collaborate with specialists, and ensure compliance with all banking regulations.