Relationship Banker - Third Ave and 41st St - New York, NY

Location: New York, NY, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our team at the Third Ave and 41st St branch in New York, NY. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences, embodying our core values of hospitality and client care. In this dynamic role within one of the world's leading financial institutions, you will serve as the primary point of contact for clients, helping them navigate a wide array of banking solutions tailored to their unique financial goals. Whether assisting with everyday transactions or guiding clients toward sophisticated investment and lending products, you will contribute to building lasting relationships that foster trust and loyalty in the competitive New York financial landscape. Your day-to-day responsibilities will include engaging with a diverse clientele in a high-traffic urban branch, processing transactions with precision, and proactively identifying opportunities to enhance clients' financial well-being. You will leverage JPMorgan Chase's robust suite of digital tools and resources to provide personalized advice on everything from checking and savings accounts to mortgages and wealth management services. Collaboration with fellow team members is essential, as you work together to create a welcoming environment that reflects our commitment to excellence. Additionally, you will ensure all interactions adhere to strict regulatory standards, safeguarding both client interests and the firm's reputation. This position offers a rewarding opportunity to grow within a global powerhouse like JPMorgan Chase, where professional development is prioritized through ongoing training and career advancement paths. If you thrive in a client-focused role and are passionate about the financial services industry, join us to make a meaningful impact on clients' lives while advancing your own career in banking.

Key Responsibilities

• Engage clients in the branch to understand their financial needs and recommend appropriate JPMorgan Chase products and services
• Process transactions including deposits, withdrawals, and loan applications with accuracy and efficiency
• Build and maintain long-term relationships with clients to drive retention and referrals
• Identify opportunities for cross-selling banking, investment, and credit solutions
• Ensure compliance with all regulatory requirements and internal policies during client interactions
• Collaborate with branch team members to deliver a seamless and hospitable client experience
• Utilize CRM tools to track client interactions and follow up on service opportunities
• Educate clients on digital banking options to enhance their financial management
• Handle escalated client issues with empathy and problem-solving skills
• Participate in branch events and community outreach to promote JPMorgan Chase's brand

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
• Strong knowledge of banking products and services, including deposits, loans, and investment options
• Ability to obtain necessary licenses such as Series 6 and 63 within 120 days of hire
• Proficiency in Microsoft Office Suite and banking software systems
• Excellent communication and interpersonal skills to build client relationships
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Prior experience in a high-volume branch environment at a major financial institution
• Bilingual proficiency in English and Spanish, given the diverse client base in New York
• Sales experience in financial products with a proven track record of meeting targets
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and decision-making
• Time management in fast-paced environments
• Digital literacy and tech adaptability
• Team collaboration
• Attention to detail for transaction accuracy
• Communication (verbal and written)
• Negotiation and persuasion
• Risk assessment
• Multitasking
• Cultural sensitivity for diverse clients

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Parental leave and family benefits for work-life balance
• Access to JPMorgan Chase's global career development resources and training

JP Morgan Chase is an equal opportunity employer.