Relationship Banker — Grow Relationships & Financial Solutions

J.P. Morgan; New York (NY); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Total rewards package

On-site health and wellness

Job summary

Chase is seeking a Relationship Banker to represent our brand and deliver hospitality-first service at a Chase Branch in New York. You will acquire, manage, and retain client relationships, using financial knowledge to offer tailored solutions that meet their needs.

The role requires working branch hours including weekends and some evenings, while completing required licenses within 180 days of hire. You will collaborate with a team of experts to address complex financial needs and promote

Qualifications

• Requirements include licensing (SIE, Series 6, state registrations) within 180 days of hire.
• Regulatory and policy compliance must be followed.
• Ability to work weekends/evenings as needed.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Communicate clearly to understand needs and tailor recommendations.
• Educate clients on digital banking tools and solutions.
• Learn products and procedures quickly and consult with experts.
• Adhere to banking policies and regulatory requirements.

Skills

Client service excellence

Relationship building

Effective communication

Regulatory compliance awareness

Problem solving & regression handling

Time management

Education

High school diploma or GED

SIE exam

FINRA Series 6 license

State registration & Life licenses

Bachelor's degree (preferred)

Job description

Chase is seeking a Relationship Banker to represent our brand and deliver hospitality-first service at a Chase Branch in New York. You will acquire, manage, and retain client relationships, using financial knowledge to offer tailored solutions that meet their needs.

The role requires working branch hours including weekends and some evenings, while completing required licenses within 180 days of hire. You will collaborate with a team of experts to address complex financial needs and promote