Relationship Banking Specialist

JPMorgan Chase & Co.; Town of Greece (NY); On-site; USD 48,000 - 70,000; Full time

Job summary

JPMorganChase & Co. in New York is seeking a Relationship Banker to represent the brand in-branch, acquire and manage client relationships, and provide thoughtful financial solutions using Chase technologies. You will help clients with a broad range of banking needs while upholding compliance and risk standards.

The role emphasizes delivering memorable experiences, proactive outreach, and collaboration with a team of experts to address complex financial needs in a fast-paced branch environment.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven client growth.
• Ability to create memorable experiences for clients and elevate the service.
• Excellent communication skills in person and over the phone with tailored product explanations.
• Ability to resolve client issues with accuracy and attention to detail.
• Operate within risk parameters and complete required training and compliance.
• High school diploma or GED is required.
• Licensing: SIE, FINRA Series 6, state registration (63 if required), Life licenses; NMLS participation as needed.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients and meet with them to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and address client needs.
• Educate clients about technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Customer service

Regulatory compliance awareness

Financial knowledge

Education

High school diploma or GED

SIE + FINRA Series 6 + state registration + Life licenses

Job description

JPMorganChase & Co. in New York is seeking a Relationship Banker to represent the brand in-branch, acquire and manage client relationships, and provide thoughtful financial solutions using Chase technologies. You will help clients with a broad range of banking needs while upholding compliance and risk standards.

The role emphasizes delivering memorable experiences, proactive outreach, and collaboration with a team of experts to address complex financial needs in a fast-paced branch environment.