Relationship Banker - Commack, 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 acquire, manage, and retain client relationships, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role includes managing assigned clients and meeting with them in person and by phone to understand their financial needs, provide tailored recommendations, and build lasting relationships. You help clients use digital and self-service banking tools, learn and explain products and procedures, and connect clients with specialists when appropriate. You must follow banking policies, procedures, and regulatory requirements. This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration under the SAFE Act with the National Mortgage Licensing System and Registry (NMLS). Continued employment is contingent on meeting the applicable qualification, registration, renewal, and compliance requirements. Unlicensed applicants must obtain required 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 a 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 and a consistent client experience.
- 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; unlicensed applicants must obtain them 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; continued employment is contingent on compliance.
- NMLS registration under the SAFE Act of 2008, including successful registration immediately after the start date and timely annual renewal and required updates.
- A felony conviction within the last seven years disqualifies candidates from consideration.
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 client expectations.
- Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly and politely using a consultative approach; ask questions and listen to understand and anticipate client needs.
- 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 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 with or update NMLS registration upon active employment, and complete required annual 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
