Relationship Banker - Bloomingdales - New York, NY

Location: New York, NY, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our team at the prestigious Bloomingdale's location in New York, NY. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences that embody our core values of hospitality, integrity, and innovation in the financial services industry. In this dynamic retail partnership, you will serve affluent clients seeking seamless integration of luxury shopping and personalized banking solutions. Your role will involve fostering deep, trust-based relationships while promoting JP Morgan's comprehensive suite of products, including deposit accounts, lending options, investment services, and wealth management advisory. This position offers the opportunity to thrive in a high-energy environment where client satisfaction drives success, contributing to JP Morgan's reputation as a leader in global finance. Key to success in this role is your ability to engage clients through meaningful conversations, uncovering their unique financial goals and tailoring solutions that align with JP Morgan's robust offerings. You will collaborate closely with Bloomingdale's associates to create an unparalleled omnichannel experience, ensuring that financial services enhance the overall luxury retail journey. Responsibilities extend to handling day-to-day transactions with precision, monitoring market trends to provide timely advice, and achieving sales targets that support branch performance. Compliance and risk management are paramount, as you uphold JP Morgan's stringent standards in all interactions, safeguarding client assets and information in line with federal regulations. We value professionals who bring passion for client care and a proactive approach to relationship banking. This role not only allows you to leverage your financial expertise in a vibrant New York setting but also provides avenues for career growth within one of the world's most admired financial institutions. Join JP Morgan Chase at Bloomingdale's and help shape the future of client-focused banking in the heart of Manhattan.

Key Responsibilities

• Build and maintain long-term relationships with high-net-worth clients at the Bloomingdale's location, providing personalized financial advice and solutions
• Identify client needs through consultative conversations and recommend appropriate JP Morgan Chase products such as mortgages, investments, and wealth management services
• Deliver exceptional hospitality-driven service, ensuring every client interaction reflects JP Morgan's commitment to excellence and client-centric care
• Process banking transactions accurately and efficiently, including deposits, withdrawals, and account openings while adhering to compliance standards
• Collaborate with Bloomingdale's staff to create seamless integration of financial services within the retail experience
• Achieve individual and team sales goals by proactively engaging clients and cross-selling opportunities
• Monitor client portfolios and provide ongoing support to enhance satisfaction and loyalty
• Stay updated on financial market trends and JP Morgan products to offer informed recommendations
• Handle client inquiries and resolve issues promptly, escalating complex matters to senior bankers
• Participate in community events and networking to expand JP Morgan's presence in the New York luxury market

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or sales within the financial services industry
• Valid driver's license and ability to travel to client locations as needed
• Strong understanding of banking products including checking, savings, loans, and credit cards
• Ability to work flexible hours, including evenings and weekends, in a retail partnership environment
• Compliance with all regulatory requirements, including FINRA and state banking licenses where applicable
• Proficiency in Microsoft Office Suite and basic financial software

Preferred Qualifications

• Experience in luxury retail or hospitality sectors to align with Bloomingdale's clientele
• Bilingual proficiency in English and Spanish or another language spoken in New York
• Previous role in relationship management or client advisory at a major financial institution
• Certification in financial planning or sales (e.g., CFP or Series 6/7)
• Demonstrated success in meeting sales targets in a high-volume retail setting

Required Skills

• Exceptional customer service and relationship-building abilities
• Strong sales acumen and consultative selling techniques
• Knowledge of financial products and regulatory compliance
• Proficiency in banking software and CRM systems like Salesforce
• Excellent communication and active listening skills
• Analytical thinking for assessing client financial needs
• Time management and multitasking in a fast-paced retail environment
• Hospitality mindset with attention to detail
• Problem-solving and conflict resolution expertise
• Digital literacy including mobile banking apps and online platforms
• Team collaboration and networking skills
• Adaptability to luxury retail dynamics
• Ethical decision-making in financial advising
• Basic financial literacy and market awareness
• Cultural sensitivity for diverse New York clientele

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• Paid time off including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for New York residents
• Access to JP Morgan's global employee assistance program and financial counseling

JP Morgan Chase is an equal opportunity employer.