Relationship Banker - College Point - College Point, NY

JPMorgan Chase; New York (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality while delivering fintech-enabled banking solutions. You will lead in acquiring, managing, and retaining client relationships, using financial knowledge to tailor solutions for clients’ financial needs and goals.

Responsibilities include meeting with clients in person and by phone, educating them on Chase technology, and collaborating with experts for complex needs.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven success in establishing new clients and delivering results.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, both in person and over the phone, with ability to tailor features and benefits to differing needs.
• Ability to resolve client issues quickly with attention to detail and ensure consistent client experience.
• Operate within established risk tolerances and complete required training to meet compliance obligations.
• High school diploma or foreign equivalent; licensing requirements (SIE, FINRA Series 6, state registrations, and Life licenses) with JPMorganChase program within 180 days of hire.

Responsibilities

• Put clients first and exceed expectations with attentive, friendly service in a welcoming branch environment.
• Manage assigned clients, meeting with them in person and by phone to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and help clients and connect them with experts for specialized needs.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs to support their banking needs.
• Learn products, services, and procedures quickly to effectively consult and collaborate with team members on financial solutions.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales Experience

Customer Service

Communication Skills

Risk & Compliance

Education

High School Diploma

Job description

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and help address their finances and make their lives easier, contributing to the success of the branch.

Job responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Required qualifications, capabilities, and skills

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients - elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Preferred qualifications, capabilities, and skills

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent on compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide to Chase for your application but may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide and with any current NMLS record, if applicable, before submitting.

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