Relationship Banking Specialist

JPMorgan Chase & Co.; New York (NY); On-site; USD 55,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Relationship Banker to represent our brand and build lasting client relationships in a busy branch environment. You will use the latest banking solutions to provide thoughtful financial options and ensure a welcoming, high-touch client experience.

Responsibilities include meeting with clients, understanding their financial needs, and offering tailored product recommendations while adhering to all regulatory requirements. Weekend and some evenings required.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationships

Communication skills

Regulatory compliance

SIE exam

FINRA Series 6

State registration

Life licenses

Weekend/evenings availability

Education

High school diploma

Bachelor’s degree or military equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Relationship Banker to represent our brand and build lasting client relationships in a busy branch environment. You will use the latest banking solutions to provide thoughtful financial options and ensure a welcoming, high-touch client experience.

Responsibilities include meeting with clients, understanding their financial needs, and offering tailored product recommendations while adhering to all regulatory requirements. Weekend and some evenings required.