Relationship Banker: Elevate Client Financial Solutions

JP Morgan Chase; Village of Garden City (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase seeks a Relationship Banker for a Chase Branch to represent our brand with hospitality and provide thoughtful banking solutions. You will acquire, manage, and retain client relationships, using financial knowledge to tailor recommendations and help clients achieve their financial goals.

You will use Chase Mobile App, Chase.com, and ATMs to connect clients to technology-enabled solutions and collaborate with experts to address complex needs.

Qualifications

• 1+ year of sales experience in Retail Banking with proven success in acquiring new clients and delivering results.
• Excellent communication skills, in person and over the phone, with ability to tailor product features to clients.
• Ability to resolve client issues with attention to detail and provide a consistent client experience.
• Operate within risk parameters and complete required training and compliance obligations.
• High school degree or GED; licenses required or to be obtained (SIE, FINRA Series 6, state licenses, Life).

Responsibilities

• Put clients first and exceed expectations with attentive, friendly service.
• Manage assigned clients and meet with them in person and over the phone to build relationships and tailor recommendations.
• Communicate clearly and consultatively to understand client needs and provide solutions.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) for convenient banking access.
• Learn products, services, and procedures quickly and consult with the team on specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship

Communication skills

Regulatory compliance

Problem solving

Education

High school diploma or GED

College degree (preferred)

Tools

NMLS system

Job description

JPMorgan Chase seeks a Relationship Banker for a Chase Branch to represent our brand with hospitality and provide thoughtful banking solutions. You will acquire, manage, and retain client relationships, using financial knowledge to tailor recommendations and help clients achieve their financial goals.

You will use Chase Mobile App, Chase.com, and ATMs to connect clients to technology-enabled solutions and collaborate with experts to address complex needs.