Relationship Banker: Personal Banking & Growth Catalyst

JPMorganChase; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorganChase in New York is seeking a Relationship Banker to represent our brand at a Chase Branch, delivering welcoming, attentive service and leveraging the latest banking solutions to solve clients’ financial needs.

You will acquire, manage and retain client relationships, discuss goals, present tailored products, and guide clients through digital tools like Chase Mobile App and Chase.com while maintaining compliance and risk controls.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for our clients.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and meet compliance obligations.
• High school degree or equivalent and required licensing compliance.

Responsibilities

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

Skills

Sales experience

Excellent communication

Customer service

Financial knowledge

Regulatory compliance

Education

High school diploma or GED

SIE exam, FINRA Series 6, state registration, Life licenses

NMLS registration under SAFE Act

Job description

JPMorganChase in New York is seeking a Relationship Banker to represent our brand at a Chase Branch, delivering welcoming, attentive service and leveraging the latest banking solutions to solve clients’ financial needs.

You will acquire, manage and retain client relationships, discuss goals, present tailored products, and guide clients through digital tools like Chase Mobile App and Chase.com while maintaining compliance and risk controls.