Relationship Banker - Oceanside, NY

JPMorgan Chase & Co.•Oceanside, NY

1d•$25 - $33

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to support clients. You take a lead role in acquiring, managing, and retaining client relationships. By applying financial knowledge, you offer thoughtful solutions that address clients’ financial needs and contribute to branch success. The role includes meeting assigned clients in person and by phone, learning about their needs, recommending suitable products and services, and connecting clients with technology and specialized team members. You must follow applicable policies, procedures, risk controls, and regulatory banking requirements. The position requires working branch hours, including weekends and some evenings, and is subject to loan-originator qualification and NMLS registration requirements.

Requirements

At least 1 year of sales experience in retail banking, financial services, or a related industry, with proven success establishing new clients, deepening relationships, and delivering results.
Ability to create memorable client experiences and elevate the client experience.
Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail.
Ability to operate within established risk parameters and meet risk and compliance obligations, including required training.
High school degree, GED, or foreign equivalent.
Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
Ability to work branch hours, including weekends and some evenings.
Must meet Dodd Frank/Truth in Lending Act loan-originator qualification requirements, including JPMC review of relevant background information; a felony conviction within the last seven years disqualifies applicants.
Must comply with SAFE Act requirements, including successful NMLS registration immediately after the start date and timely completion of annual renewals and required updates.

Nice To Haves

College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

Put clients first by delivering attentive, friendly service and creating a welcoming environment.
Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate clients’ needs.
Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
Collaborate with and connect clients to team members who can help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
Obtain required securities and insurance licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) as required, and complete applicable annual renewals and updates.