Relationship Banker - Second Ave and 62nd St. - New York, NY

JPMorgan Chase; New York (NY); Presencial; USD 65.000 - 90.000; Tempo integral

Resumo da vaga

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in a branch, delivering warm, expert service and thoughtful financial solutions. You will build lasting client relationships, manage accounts, and guide customers through digital tools to meet their financial needs.

The role emphasizes understanding customer goals, complying with banking regulations, and collaborating with specialists to address complex financial situations. Weekend hours may be required.

Qualificações

• 1+ year of sales experience in Retail Banking or related financial services.
• Ability to create memorable experiences for clients.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete necessary training.
• High school diploma or GED is required.
• SIE, FINRA Series 6, state registration (63 if required) and Life licenses needed; enroll in JPMorganChase licensing within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsabilidades

• Put clients first and exceed their expectations; deliver attentive, friendly service and create a welcoming environment.
• Manage assigned clients and proactively meet with them, in person or by phone, to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and help clients, building trust by listening and asking questions.
• Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs for banking needs.
• Learn products, services, and procedures to consult with clients and connect them to our team of experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Conhecimentos

Sales experience

Client relationship building

Communication skills

Problem resolution

Risk awareness

Time management

Formação

High school diploma or GED

SIE exam

FINRA Series 6

State license (63 if required)

Life licenses

Descrição da vaga

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.

Further in