Relationship Banker - Nanuet, NY

JPMorganChase • Nanuet, NY

1d • Onsite

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, drawing on financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

You proactively meet with assigned clients in person and over the phone, learn their financial needs, and connect them with appropriate products, services, digital tools, and specialist support. The role also requires learning banking procedures and complying with applicable policies, risk controls, and regulatory requirements.

This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment depends on meeting the applicable qualification, registration, renewal, and update requirements. Unlicensed applicants must obtain required 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 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.
• 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 required 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 and comply with SAFE Act NMLS registration, renewal, and update requirements.
• Employment is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies an applicant.

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 for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
• Communicate clearly and consultatively, asking questions and listening 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 specialists for their financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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