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Relationship Banker - Third Ave and 79th - New York, NY

  • Job
    Junior Level
  • Banking & Finance
  • New York City

AI generated summary

  • You need at least 1 year of experience in banking sales, strong communication skills, ability to meet licensing requirements, work flexible hours, and adhere to policies and regulations. Confidence, organization, and professionalism are a plus.
  • You will build lasting relationships with customers, understand their financial needs, educate them on products and services, and connect them to experts for specialized needs. Emphasize customer experience and trust-building.


  • Required qualifications, capabilities, and skills:
  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
  • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings
  • Preferred qualifications, capabilities, and skills:
  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements


  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs


What are the primary responsibilities of a Relationship Banker at Chase?

A Relationship Banker at Chase is responsible for delivering exceptional customer service, managing and retaining customer relationships, offering financial solutions to meet customer needs, educating customers on technology, learning and delivering One Chase products, and connecting customers with specialized experts.

What qualifications and skills are required for the Relationship Banker position at Chase?

The minimum qualifications for a Relationship Banker at Chase include 1+ year of experience in retail banking sales or related industry, a high school degree or equivalent, the completion of required exams and licenses, excellent communication skills, and the ability to work branch hours including weekends and evenings.

How can I excel in a Relationship Banker role at Chase?

To excel in a Relationship Banker role at Chase, it is important to prioritize customer service, establish and maintain strong relationships with customers, constantly seek opportunities to deepen customer relationships, stay knowledgeable about products and services, adhere to policies and procedures, and demonstrate professionalism and organization in all interactions.

Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.


  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.