Relationship Banker - Westchester Central South - Irvington, NY

Location: Irvington, NY, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker for our Westchester Central South branch in Irvington, NY, to deliver exceptional client experiences that embody our core values of hospitality and client care. As a key member of our Relationship Bankers team, you will serve as the face of the bank, helping clients navigate their financial journeys with personalized advice on products like Chase checking and savings accounts, credit cards, mortgages, and investment services. In this role, you will foster meaningful relationships with a diverse clientele in the Westchester area, driving client satisfaction and loyalty while contributing to the branch's growth objectives in a dynamic financial services environment. Your day-to-day responsibilities will include engaging clients through warm greetings and in-depth consultations to uncover their needs, processing transactions with precision, and recommending solutions that align with JP Morgan Chase's robust portfolio of banking and wealth management offerings. You will educate clients on innovative digital tools, such as the Chase Mobile app and online banking platforms, to empower their financial independence. Collaboration with branch colleagues and specialists will be essential to provide comprehensive support, from opening new accounts to addressing complex inquiries, all while upholding strict compliance with federal regulations and internal policies to ensure a secure and trustworthy experience. We value professionals who thrive in a fast-paced retail banking setting and are passionate about helping clients achieve their financial goals. This position offers the opportunity to grow within one of the world's leading financial institutions, with access to ongoing training, career development programs, and a supportive team culture. If you are committed to excellence in client service and eager to make a positive impact in the Irvington community, join JP Morgan Chase and help shape the future of banking.

Key Responsibilities

• Engage clients in the Irvington branch to understand their financial needs and recommend tailored JP Morgan Chase products like checking accounts, mortgages, and investment options
• Deliver exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and ensuring a seamless banking experience
• Process transactions accurately, including deposits, withdrawals, and loan applications, while adhering to compliance and risk management standards
• Build and maintain long-term client relationships to drive retention and referrals, contributing to branch growth targets
• Educate clients on digital banking solutions, such as Chase Mobile app and online platforms, to enhance their financial wellness
• Collaborate with branch team members and specialists to provide holistic advice on wealth management and credit solutions
• Monitor client portfolios for opportunities to upsell services while ensuring ethical and regulatory compliance
• Assist in branch operations, including opening new accounts and handling escalations to support overall team performance
• Participate in community outreach in Westchester to promote JP Morgan Chase's commitment to local financial inclusion
• Maintain up-to-date knowledge of industry regulations and JP Morgan Chase policies to mitigate risks

Required Qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• At least 2 years of customer service experience in a retail or financial services environment
• Strong understanding of banking products and services, including deposits, loans, and investments
• Ability to obtain necessary state and federal licenses (e.g., NMLS registration) within regulatory timelines
• Proficiency in Microsoft Office Suite and core banking software
• Excellent verbal and written communication skills
• Availability to work flexible hours, including weekends

Preferred Qualifications

• Prior experience as a banker or teller in a branch setting
• Knowledge of JP Morgan Chase's digital banking platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse Westchester clients
• Experience in sales or relationship management within financial services
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Digital banking proficiency
• Problem-solving and conflict resolution
• Active listening and empathy
• Time management and multitasking
• Data entry accuracy
• Team collaboration
• Basic financial analysis
• Communication (verbal and written)
• Adaptability to client needs
• Risk assessment
• Hospitality and client-centric mindset

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 degrees
• Employee stock purchase plan and performance-based annual bonuses
• Wellness programs including gym memberships, mental health support, and financial counseling
• Flexible work arrangements and commuter benefits for NY-based employees
• Access to JP Morgan Chase's global learning resources and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.