Relationship Banker - Jamaica - Jamaica, NY
About The Position
As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You take a lead role in acquiring, managing, and retaining client relationships, understanding clients’ financial needs, and recommending thoughtful products and services that help address those needs. You also connect clients with digital banking tools and specialized financial experts, while complying with banking policies, procedures, and regulatory requirements. The role requires working branch hours, including weekends and some evenings. Candidates must meet licensing requirements for securities and insurance, either before hire or through JPMC’s licensing program within 180 days of hire. The position is also subject to Loan Originator qualification requirements under the Dodd Frank/Truth in Lending Act and requires NMLS registration under the SAFE Act. Continued employment depends on compliance with these requirements.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing 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 internal and external 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. Applicants who are not licensed 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.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; employment is contingent on JPMC’s review of relevant records and information.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and complete required annual renewals and updates.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment for clients.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand clients’ needs and build trust.
- 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 advise clients on banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Follow banking policies, procedures, and regulatory requirements.
Benefits
- Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
