Relationship Banker - Monroe Rt 17 M - Monroe, NY

JPMorganChase • Monroe, NY

8d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by offering welcoming, attentive service and using banking solutions and financial technology to help clients. You take a lead role in acquiring, managing, and retaining client relationships. Drawing on your financial knowledge, you 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 and requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Employment is contingent on meeting the applicable financial responsibility, character, fitness, registration, and compliance requirements. Unlicensed applicants must obtain the listed securities and insurance licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or another related industry, with demonstrated success establishing new 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 internal and external risk and compliance obligations, including completing 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.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; an employment offer is contingent on JPMC’s review of relevant records and information.
• Register with or update registration in the NMLS as required upon active employment, and comply with SAFE Act registration, renewal, and update requirements.

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 that exceeds clients’ expectations.
• 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 and consultatively, asking questions and listening to understand clients and anticipate their needs.
• Educate clients about and connect them with 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 the team of experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED