Relationship Banker: Elevate Client Partnerships

JP Morgan Chase Bank; New York (NY); On-site; USD 50,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker to warmly welcome clients, manage and grow banking relationships, and offer thoughtful financial solutions. You will leverage Chase technology to support clients and collaborate with specialists for complex needs.

The role requires high attention to regulatory requirements and excellent communication skills. Candidates should have 1+ year of sales experience in retail banking, a high school degree, and licenses or a plan to obtain them within 180 days.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• SIE exam, FINRA Series 6, state registration and Life licenses required within 180 days.

Responsibilities

• Put clients first and exceed expectations with attentive, friendly service.
• Manage assigned clients, meeting with them in person and by phone to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand clients and anticipate their needs.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult on banking solutions and connect clients to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship management

Communication skills

Problem resolution

Regulatory compliance

Customer service

Education

High school degree or GED

Job description

Chase is seeking a Relationship Banker to warmly welcome clients, manage and grow banking relationships, and offer thoughtful financial solutions. You will leverage Chase technology to support clients and collaborate with specialists for complex needs.

The role requires high attention to regulatory requirements and excellent communication skills. Candidates should have 1+ year of sales experience in retail banking, a high school degree, and licenses or a plan to obtain them within 180 days.