Relationship Banker - Mount Vernon, NY

Location: Mount Vernon, NY, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JP Morgan Chase's Mount Vernon, NY branch, you will play a pivotal role in delivering the exceptional client experience that defines our commitment to hospitality and personalized financial care. In this dynamic position within the Relationship Bankers category, you will serve as the face of Chase in a vibrant community, helping clients achieve their financial goals through tailored banking solutions. Whether assisting with everyday transactions or guiding clients toward more complex products like mortgages or investment options, you will embody our client-first ethos, fostering trust and loyalty in every interaction. This role is ideal for motivated professionals passionate about financial services and community impact in the heart of New York. Your day-to-day responsibilities will include engaging directly with diverse clients to uncover their needs, recommending appropriate JP Morgan Chase products such as checking accounts, credit cards, and small business loans, and ensuring all services are provided with the utmost professionalism and efficiency. You will collaborate with branch colleagues to handle high-volume transactions, resolve issues swiftly, and promote digital tools like the Chase app to empower clients' financial independence. Compliance and risk management are core to the role, requiring you to adhere strictly to federal regulations while identifying opportunities to deepen client relationships and drive branch performance metrics. JP Morgan Chase offers a supportive environment for growth, with access to world-class training, mentorship, and career advancement paths across our global institution. In Mount Vernon, you'll contribute to strengthening our local presence by building meaningful connections that reflect our dedication to inclusive banking. If you thrive in a fast-paced setting and are driven by client success, join us to make a tangible difference in people's financial lives while advancing your career in one of the world's leading financial services firms.

Key Responsibilities

• Engage with clients in the Mount Vernon branch to understand their financial needs and recommend personalized JP Morgan Chase banking solutions
• Open and maintain deposit accounts, process loan applications, and facilitate wire transfers while ensuring compliance with regulatory standards
• Build and nurture long-term client relationships to drive retention and cross-sell opportunities for products like Chase credit cards and investment services
• Provide exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and delivering seamless service in line with JP Morgan's client-first philosophy
• Educate clients on digital banking tools, including the Chase mobile app and online platforms, to enhance their financial management experience
• Collaborate with branch team members and specialists to support complex client needs, such as wealth management referrals
• Monitor branch operations, including cash handling and transaction processing, to maintain security and accuracy
• Identify opportunities for community engagement in Mount Vernon to strengthen JP Morgan Chase's local presence
• Achieve individual and team sales goals while upholding the highest standards of integrity and risk management
• Stay updated on industry trends and JP Morgan Chase product updates through ongoing training

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
• Strong knowledge of banking products and services, including deposit accounts, loans, and digital banking tools
• Ability to obtain necessary state and federal banking licenses, such as NMLS registration
• Proficiency in using banking software and CRM systems for client management
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal banking regulations

Preferred Qualifications

• Previous experience at a major financial institution like JP Morgan Chase
• Bilingual proficiency in English and Spanish to serve the diverse Mount Vernon community
• Sales experience achieving or exceeding performance targets in financial products
• Familiarity with community banking and local economic trends in New York
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Knowledge of banking regulations
• Digital banking proficiency
• Financial product expertise
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and organization
• Team collaboration
• Attention to detail in transactions
• Adaptability to client needs
• Ethical decision-making
• Communication (verbal and written)
• CRM software usage
• Risk assessment and compliance

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible compensation
• 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 financial wellness resources
• Performance-based bonuses and incentives tied to client satisfaction and sales targets
• Opportunities for career growth within JP Morgan Chase's global network of branches and roles

JP Morgan Chase is an equal opportunity employer.