Relationship Banking Specialist

JPMorgan Chase; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch in New York. You will represent the brand, acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address clients' financial needs.

You will engage clients in person and over the phone, promote technology solutions, and ensure compliance with banking regulations while delivering a superior customer experience.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills in person and over the phone, tailoring product features to client needs.
• Resolve client issues with attention to detail while adhering to risk and compliance obligations.
• High school diploma, GED, or foreign equivalent.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and help clients.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and collaborate with experts to meet banking needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Financial knowledge

Education

High school diploma or GED

Tools

Chase Mobile App

Chase.com

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch in New York. You will represent the brand, acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address clients' financial needs.

You will engage clients in person and over the phone, promote technology solutions, and ensure compliance with banking regulations while delivering a superior customer experience.