Relationship Banker - Broadway and Cedar St - New York, NY
About The Position
As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by combining attentive, welcoming service with banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background and financial information. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on successful registration after starting, annual renewal, and required updates.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success acquiring clients, deepening relationships, and delivering results.
- Ability to create memorable client experiences.
- 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, state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the 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.
- Satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
- Register with or update NMLS under the SAFE Act immediately after the start date, and complete annual renewals and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience following banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment for clients.
- Manage assigned clients and meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately; consult with clients about solutions and connect them with specialists for their financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet internal and external risk and compliance obligations, including completing required training.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete timely renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
