Relationship Banker - Larchmont, NY

Location: Larchmont, NY, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our Larchmont, NY branch team. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences that reflect our commitment to hospitality and personalized financial care. In this client-facing position, you will engage with individuals and small businesses in the Westchester County area, helping them navigate their financial journeys with Chase's comprehensive suite of banking, lending, and investment solutions. Your role will involve building trust-based relationships, uncovering client needs, and providing tailored advice to support goals such as homeownership, wealth accumulation, or business growth, all while upholding the highest standards of integrity and compliance in the financial services industry. Key to success in this role is your ability to thrive in a dynamic branch environment, where you will handle day-to-day transactions, conduct in-depth financial consultations, and collaborate with specialists to deliver holistic solutions. You will leverage JP Morgan Chase's robust digital tools and resources to enhance client interactions, whether in-person at our state-of-the-art Larchmont location or through virtual channels. By actively listening to clients and recommending products like Chase Sapphire credit cards, personal loans, or J.P. Morgan Wealth Management services, you will drive client loyalty and contribute to branch performance metrics. This position offers the opportunity to grow within a global leader in finance, with exposure to innovative technologies and professional development programs that foster career advancement. We value bankers who embody our core principles of 'How We Do Business' – putting clients first, leading with integrity, and delivering results. In Larchmont, NY, you will contribute to community initiatives that strengthen local ties, while benefiting from Chase's supportive culture that prioritizes work-life balance and employee well-being. If you are passionate about finance, excel in relationship management, and are ready to make a meaningful impact, join JP Morgan Chase and help empower clients to achieve their dreams.

Key Responsibilities

• Build and maintain long-term relationships with clients by understanding their financial needs and recommending tailored JP Morgan Chase products and services
• Deliver exceptional client experiences in the branch, embodying Chase's hospitality standards through personalized interactions and proactive problem-solving
• Assist clients with account openings, deposits, withdrawals, and transactions while ensuring compliance with all banking regulations
• Identify opportunities to deepen client relationships by cross-selling products such as credit cards, mortgages, and investment advisory services
• Conduct financial consultations to help clients achieve goals like wealth building, debt management, or retirement planning
• Collaborate with branch teams and specialists to resolve complex client inquiries and escalate issues as needed
• Maintain accurate records of client interactions and follow up on service commitments using CRM tools
• Promote digital banking solutions to enhance client convenience and self-service capabilities
• Participate in community outreach and local events in Larchmont, NY, to strengthen Chase's brand presence
• Ensure adherence to risk management protocols and report any suspicious activities in line with AML policies

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 financial services
• Valid driver's license and ability to travel to client locations as needed
• Strong understanding of banking products including checking, savings, loans, and investment options
• Ability to work flexible hours, including weekends and evenings, in a branch environment
• Compliance with all regulatory requirements, including FINRA and state banking licenses where applicable
• Proficiency in Microsoft Office Suite and core banking software

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Bilingual proficiency in Spanish or other local languages spoken in Larchmont, NY
• Certification in financial planning or customer relationship management (e.g., CFP or CRM designation)
• Experience with digital banking tools and client relationship platforms like Salesforce
• Knowledge of local market dynamics in Westchester County, NY

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Communication (verbal and written)
• Digital literacy in banking software
• Compliance and regulatory awareness
• Team collaboration
• Analytical thinking for client needs assessment
• Adaptability to fast-paced environments
• Attention to detail in transaction processing
• Negotiation skills for product recommendations
• Cultural sensitivity for diverse client base

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced education
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Performance-based bonuses and incentives tied to client satisfaction and sales goals
• Access to Chase's employee assistance program for financial counseling and life event support

JP Morgan Chase is an equal opportunity employer.