Relationship Banker - Larchmont, NY

Location: Larchmont, NY, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our Larchmont, NY branch, where you will play a pivotal role in delivering exceptional client experiences that embody our commitment to hospitality and personalized financial care. As a Relationship Banker, you will serve as the primary point of contact for clients in this vibrant Westchester County community, helping them navigate a full suite of banking solutions including checking and savings accounts, credit products, mortgages, and investment options. Your role will involve not only processing transactions with precision but also proactively identifying opportunities to deepen client relationships, driving satisfaction and loyalty in a competitive financial services landscape. By leveraging JPMorgan Chase's robust digital platforms and global resources, you will empower clients to achieve their financial goals while upholding our high standards of integrity and innovation. In this dynamic position, you will collaborate with a supportive team of banking professionals to create a welcoming branch environment that reflects JPMorgan Chase's reputation for excellence. Key aspects of the role include conducting needs-based consultations, educating clients on secure digital tools like the Chase Mobile app, and ensuring all interactions comply with federal regulations such as the Bank Secrecy Act and consumer protection laws. You will also contribute to branch goals by cross-selling relevant products, such as Chase Sapphire credit cards or J.P. Morgan Wealth Management services, tailored to the diverse needs of Larchmont's affluent and growing clientele. This position offers the chance to grow within one of the world's leading financial institutions, with opportunities for advancement into senior banking or advisory roles. JPMorgan Chase values a culture of inclusion and professional development, providing Relationship Bankers with comprehensive training, ongoing coaching, and access to cutting-edge technology to excel in a fast-paced retail banking setting. If you are passionate about client advocacy, possess strong interpersonal skills, and thrive in a goal-oriented environment, this role in Larchmont, NY, is an ideal opportunity to make a meaningful impact while building a rewarding career in financial services.

Key Responsibilities

• Engage with clients in the Larchmont branch to understand their financial needs and recommend personalized banking solutions from JPMorgan Chase's portfolio
• Open and maintain deposit accounts, process loan applications, and facilitate wire transfers while ensuring compliance with regulatory standards
• Deliver exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and fostering long-term relationships to drive client loyalty
• Promote digital banking tools, such as the Chase Mobile app, to enhance client convenience and adoption of self-service options
• Identify cross-selling opportunities for investment products, credit cards, and mortgage services in alignment with JPMorgan Chase's holistic financial offerings
• Conduct routine branch operations, including cash handling, transaction processing, and end-of-day reconciliations with accuracy and security
• Collaborate with branch team members and specialists to provide seamless referrals for complex needs like wealth management or small business lending
• Monitor client portfolios for service opportunities and proactively reach out to ensure satisfaction and retention
• Adhere to all JPMorgan Chase policies on risk management, data privacy, and anti-fraud measures to protect client assets
• Participate in community outreach events in Larchmont to build brand awareness and strengthen local ties

Required Qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• At least 2 years of experience in a customer-facing role within financial services or retail banking
• Strong knowledge of banking products and services, including deposits, loans, and digital banking tools
• Ability to obtain necessary state and federal banking licenses within 90 days of hire
• Proficiency in Microsoft Office Suite and core banking software
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state regulations

Preferred Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Prior experience in sales or relationship management within a JPMorgan Chase branch
• Bilingual proficiency in English and Spanish, given the diverse clientele in Larchmont, NY
• Experience with CRM systems like Salesforce for client relationship tracking
• Certification in financial planning or anti-money laundering (AML) compliance

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Digital banking proficiency
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and multitasking
• Data entry and transaction accuracy
• Team collaboration
• Risk assessment and fraud detection
• Communication (verbal and written)
• Adaptability to client needs
• Ethical decision-making
• CRM software usage

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Performance-based bonuses and incentives tied to client satisfaction and sales goals
• Flexible work arrangements and commuter benefits for Larchmont, NY location

JP Morgan Chase is an equal opportunity employer.