Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - Greenwich Dearfield - Greenwich, CT

JPMorgan Chase & Co.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients – elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on‑line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Greenwich Dearfield - Greenwich, CT in Greenwich, CT vacancy
  •  ...shift (United States of America) Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by... 
    Suggested
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist Inc

    Greenwich, CT
    5 days ago
  •  ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with... 
    Suggested
    Work at office

    Fidelity Investments

    Greenwich, CT
    2 days ago
  •  ...the client’s overall wealth needs, as well as pro-active contacts* Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed*... 
    Suggested
    Work at office

    TD Bank

    Greenwich, CT
    1 day ago
  •  ...Financial Consultant**If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an... 
    Suggested
    Work at office

    Soteria Reinsurance Ltd.

    Greenwich, CT
    1 day ago
  • $80k - $90k

     ...pursue the life they envision through a personal relationship with their advisory team committed to their needs....  ...Hours Per Week 40 Pay Transparency details US - CT - Darien - 1020 POST RD (CT9020), US - CT - Greenwich - 2 PICKWICK PLZ (CT9002), US - CT - New Canaan -... 
    Suggested
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Greenwich, CT
    1 day ago
  • A leading financial services firm in Greenwich, CT is seeking a Private Banker to manage client relationships and provide expert wealth management advice. With over six years of experience in private banking or financial services, the ideal candidate will focus on building... 

    JPMorgan Chase & Co.

    Greenwich, CT
    3 days ago
  • $37 - $65.5 per hour

     ...seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role...  ...grows, deepens, and manages relationships with affluent customers and...  ...a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD,...  ...STAMFORD, CT ~137 W Putnam Ave, GREENWICH, CT ~190 Sound Beach Ave,... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Stamford, CT
    3 days ago
  • $109.94k - $186.76k

    A leading financial services company in Greenwich, CT seeks a Financial Advisor to consult with clients on investment strategies and goals. Candidates should possess strong sales skills and over 5 years of experience in the securities industry. You will document client... 

    Northern Trust Corp

    Greenwich, CT
    1 day ago
  • A leading financial services firm in Greenwich, CT is seeking a motivated Financial Advisor to join its Advisor Development Program. In...  ..., you'll work with high-net worth individuals, developing relationships and delivering tailored investment recommendations. With comprehensive... 

    Bank of America

    Greenwich, CT
    1 day ago
  • U.S. Bank is seeking a Wealth Management Advisor in Greenwich, CT. This role requires meeting with affluent clients to assess their financial needs and deliver tailored investment and insurance strategies. Candidates should have a bachelor’s degree, relevant financial licenses... 
    Flexible hours

    U.S. Bank

    Greenwich, CT
    4 days ago
  •  ...Search Group is seeking an Associate Wealth Advisor based in Greenwich, CT. This full-time, in-office role focuses on supporting the...  ...high-quality, personalized financial advice. Ensuring strong relationship management skills is essential for success. Responsibilities... 
    Full time
    Work at office

    Gilder Search Group

    Greenwich, CT
    2 days ago
  • $120k - $140k

    Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique...  ...goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. We take pride in being... 
    Full time

    Gilder Search Group

    Greenwich, CT
    1 day ago
  •  ...Emerging Financial Planner - CT, Stamford (5225) ( 26000021 ) Primary Location : UNITED STATES-CT-Stamford Organization :...  ...financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Services

    Stamford, CT
    1 day ago
  • $52k - $64k

     ...monthly incentive compensation. What You Will Do Cultivates relationships with customers by delivering personalized service and...  ...ago Bronxville, NY $52,000.00-$64,000.00 1 day ago Old Greenwich, CT $52,000.00-$64,000.00 1 day ago Stamford, CT $52,000.00-$... 
    16 hours
    Full time
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    RemoteWorker US

    Rye, NY
    6 days ago
  •  ...Job Description Job Description The Atlantic Group has partnered with a large investment management firm in the Greenwich, CT area. They have an immediate need for an Investor Relations Associate to join their team. This position is a full-time contract role with the... 
    Permanent employment
    Full time
    Contract work
    Work at office
    Immediate start

    Atlantic Group

    Greenwich, CT
    2 days ago
  • $115k - $140k

     .... More at Position Overview: SPES is seeking an Investor Relations Associate to join its investor relations team in Greenwich, CT (hybrid: Tue-Thu in office, Mon/Fri optional remote). This is a highly visible, hands-on role with broad exposure across the investor... 
    Full time
    Temporary work
    Work at office
    Remote work

    Sagard

    Greenwich, CT
    5 days ago
  • $109.94k - $186.76k

    Financial Advisor page is loaded## Financial Advisorlocations: Greenwich, CTtime type: Full timeposted on: Posted Todayjob requisition id: R147145**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution... 
    Flexible hours

    Northern Trust Corp

    Greenwich, CT
    1 day ago
  • A renowned financial institution in Greenwich is seeking an experienced professional with a strong background in the securities industry to consult with clients and deliver tailored financial strategies. The ideal candidate will possess excellent sales and communication... 

    Northern Trust

    Greenwich, CT
    3 days ago
  • Truist in Greenwich, Connecticut, seeks a Financial Advisor to deliver personalized investment solutions that meet client goals, manage financial strategies, and deepen client relationships. The ideal candidate holds a Bachelor's degree in Finance and possesses relevant... 

    Truist

    Greenwich, CT
    4 days ago
  • Wealthbridge Financial Group in Greenwich is seeking motivated individuals to join as Financial Professionals. You'll develop customized...  ...collaborative network. This role involves maintaining client relationships and helping clients navigate financial decisions with... 

    Wealthbridge-Financial-Group

    Greenwich, CT
    2 days ago
  • $77.6k - $114.7k

     .... We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Base Pay/Salary: Riverside, CT $77,600.00 - $114,700.00 per year. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
    Shift work

    JPMorgan Chase Bank, N.A.

    Greenwich, CT
    1 day ago
  • $115k - $130k

     ...Our client, a growing alternative asset manager, is hiring an Investor Relations Associate in Greenwich, CT. This fully in-office role offers $115k–$130k/year + bonus, excellent benefits including fully paid healthcare and retirement plans, and strong long-term growth... 
    Work at office

    Atlantic Group

    Greenwich, CT
    3 days ago
  • $100k - $130k

     ...Job Overview – Investment Operations Associate (Private Equity) Compensation: $100,000 – $130,000/year + bonus Location: Greenwich, CT Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring an Investment Operations Associate (Private Equity) in Greenwich... 
    Monday to Friday

    Atlantic Group

    Greenwich, CT
    1 day ago
  • Ameriprise Financial Services, LLC in Greenwich, Connecticut is seeking an entry-level Financial Advisor Trainee to assist founding partners in managing client relationships. This full-time role offers significant career growth opportunities backed by mentorship and includes... 
    Full time
    Traineeship

    Ameriprise Financial Services, LLC

    Greenwich, CT
    4 days ago
  • 00001 Ameriprise Financial Inc in Greenwich, Connecticut is seeking an entry-level Financial Advisor Trainee to assist in managing high-net-worth client relationships. This role provides exposure to complex financial planning, with no business development duties required... 
    Full time
    Traineeship

    00001 Ameriprise Financial Inc

    Greenwich, CT
    4 days ago
  •  ...About Us Constitution Credit is an emerging real estate credit hedge fund based in Greenwich, CT. The Role We're hiring an IR associate to support the founding team across capital raising, investor communications, and operations. You'll work directly on every... 

    Constitution Lending

    Greenwich, CT
    2 days ago
  •  ...Universal Banker Supervise and manage the Service Line with processing...  ...build and maintain customer relationships Must be a team player with...  ...based on business needs. CT Branches: Milford, Fairfield,...  ..., Norwalk, Darien, Stamford, Greenwich NY Branch: Scarsdale... 
    Flexible hours

    Patriot Bank, N.A.

    Stamford, CT
    5 days ago
  •  ...the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice...  ...to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM,... 
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    White Plains, NY
    15 hours ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to...  ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Greenwich, CT
    1 day ago
  • $77.6k - $114.7k

     ...financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also...  ...accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Riverside,CT $77,600.00 - $114,700.00 / year
    Shift work

    JPMorgan Chase Bank, N.A.

    Riverside, CT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - Greenwich Dearfield - Greenwich, CT. Be the first to apply!