Relationship Banker - Oceanside, NY

JPMorganChase•Oceanside, NY

1d•Onsite

About The Position

At Chase, Relationship Bankers create memorable experiences for clients and employees by building lasting relationships, exceeding expectations, and embracing diversity and inclusion. In a Chase Branch, the Relationship Banker represents the brand and culture through attentive service and the use of banking solutions and financial technology. The role takes a lead in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorganChase’s review of the applicant’s criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. Continued employment is contingent on compliance with applicable requirements, including SAFE Act NMLS registration immediately 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 establishing new clients, deepening relationships, and delivering results.
Ability to create memorable client experiences and elevate the client experience.
Excellent in-person and phone 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, 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; a felony conviction within the last seven years disqualifies applicants.
Must register with or update the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act of 2008 upon active employment, and complete annual renewals and required 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 client needs, anticipate them, 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 consult with clients about banking solutions.
Collaborate with and connect clients to team experts for specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Meet internal and external risk and compliance obligations, including completing required training.
Complete or maintain required securities, state, life, and NMLS licensing and registration requirements.