Relationship Banker: Grow Meaningful Client Relationships

JPMorganChase; New York (NY); On-site; USD 42,000 - 68,000; Full time

Job summary

JPMorganChase in New York is seeking a Relationship Banker to represent the Chase brand in a branch, acquiring and managing client relationships and delivering thoughtful financial solutions with cutting-edge banking technology.

You will greet clients, understand their needs, and help them navigate products and services, including mobile and online banking. Collaboration with a team of experts and strict adherence to regulatory standards are essential for success.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven client growth.
• Ability to create memorable client experiences and tailor solutions.
• Excellent communication, in person and over the phone.
• Ability to resolve client issues with attention to detail and compliance.
• Must complete required training and meet risk and regulatory obligations.
• High school diploma or equivalent; licenses obtained within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person and by phone.
• Explain products and services to meet financial needs.
• Educate clients on using digital tools like Chase Mobile App and Chase.com.
• Collaborate with team of experts for specialized needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales Experience

Customer Relationship

Communication Skills

Financial Knowledge

Regulatory Compliance

Licensing Knowledge

Time Management

Education

High school diploma or equivalent

SIE exam and FINRA Series 6/63 readiness

Job description

JPMorganChase in New York is seeking a Relationship Banker to represent the Chase brand in a branch, acquiring and managing client relationships and delivering thoughtful financial solutions with cutting-edge banking technology.

You will greet clients, understand their needs, and help them navigate products and services, including mobile and online banking. Collaboration with a team of experts and strict adherence to regulatory standards are essential for success.