Relationship Banking Specialist

JPMorgan Chase; New York (NY); On-site; USD 48,000 - 72,000; Full time

Job summary

JPMorgan Chase in New York seeks a Relationship Banker to represent our brand with hospitality and financial know-how. You will acquire, manage, and retain client relationships, tailoring product recommendations to address needs and life goals while leveraging Chase tech tools.

The role emphasizes clear communication, service excellence, and adherence to regulatory requirements, with branch hours including weekends and some evenings.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Ability to create memorable client experiences and tailor recommendations.
• Excellent communication skills for in-person and phone interactions.
• Compliance with risk, regulatory, and licensing requirements.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage and meet with assigned clients to deepen relationships.
• Explain banking solutions and connect clients to experts as needed.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Adhere to policies, procedures, and regulatory requirements.
• Work flexible branch hours including weekends and some evenings.

Skills

Sales experience

Client service

Communication

Relationship building

Education

High school diploma or GED

Tools

Chase systems

Job description

JPMorgan Chase in New York seeks a Relationship Banker to represent our brand with hospitality and financial know-how. You will acquire, manage, and retain client relationships, tailoring product recommendations to address needs and life goals while leveraging Chase tech tools.

The role emphasizes clear communication, service excellence, and adherence to regulatory requirements, with branch hours including weekends and some evenings.