Relationship Banker - North Bellmore, 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. Using your financial knowledge, you offer thoughtful solutions to address clients’ financial needs and contribute to the success of the branch. The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information. Employment requires NMLS registration under the SAFE Act and continued compliance with registration, renewal, and update requirements.
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 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 work within established risk parameters and meet internal and external risk and compliance obligations, including required training.
- High school degree, GED, or foreign equivalent.
- SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the 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; any felony conviction within the last seven years disqualifies applicants from consideration.
- Register with or update registration in the NMLS immediately after starting employment and comply with SAFE Act requirements, including annual renewal 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 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, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
- Educate clients about and connect them with digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult clients on banking solutions.
- Collaborate with and connect clients to the appropriate team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements, including risk and compliance obligations and required training.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
