Relationship Banker - New York Life - New York, NY

Overview

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 hospitality, using the latest banking solutions and 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 address their financial needs and make their lives easier, contributing to the success of the branch.

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 clients and 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 a consistent client experience.
• Operate within established risk parameters and meet internal/external risk and compliance obligations, including completion of required training.
• High school diploma, GED, or foreign equivalent.
• Minimum requirements include the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. All unlicensed applicants must obtain their licenses through JPMorgan Chase’s licensing program within 180 days of hire, with 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.

Regulatory information

This position is subject to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on JPMorgan Chase's review of criminal conviction history, credit report, information available through NMLS, and other information relevant to determining financial responsibility and fitness for the position. Felony convictions within the last seven years may disqualify candidates. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd-Frank Loan Originator requirements.

National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 is required. Upon active employment, you will be required to register on NMLS or update your existing registration to reflect employment with JPMorgan Chase. Continued employment is contingent upon compliance with the SAFE Act, including successful registration after start date and timely renewal and updates thereafter. Information obtained during registration or via NMLS may impact employment. Review all information provided during the Chase application process for accuracy and consistency with any current NMLS record. More information about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default

About Chase

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs.

Equal opportunity

Chase is an equal opportunity employer and values diversity and inclusion. We do not discriminate on the basis of protected attributes, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by law. We provide reasonable accommodations for religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting an accommodation, please see our FAQs.

Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and