Relationship Banker - Shelter Island, NY
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 create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, drawing on your financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to branch success. You meet with assigned clients in person and by phone, learn about their financial needs, and recommend relevant products and services. You also educate clients on digital banking options, collaborate with specialists to address more complex financial needs, and follow applicable policies, procedures, and regulatory requirements. The role requires working branch hours, including weekends and some evenings, and meeting securities licensing and mortgage-loan-originator registration requirements.
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 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 and consistent service.
- 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 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 and SAFE Act NMLS registration requirements. Continued employment is contingent on compliance with these requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Provide attentive, friendly service and create a welcoming environment that exceeds client 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 and anticipate client needs.
- Educate and connect clients 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 specialists for 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 licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register or update registration with the National Mortgage Licensing System and Registry (NMLS) after starting employment and comply with ongoing SAFE Act requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
