Relationship Banker - Sutton Place - 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 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 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 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, and connect them to our team of experts for 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 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/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, 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 and Licensing

Dodd-Frank/Truth in Lending Act

This position is subject to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to determining financial responsibility, good character, and fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration. 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 with JPMorgan Chase, 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 immediately after start date and timely renewal/updates thereafter. Information obtained during registration or through NMLS may impact employment. Information provided in the Chase online application may be shared with NMLS by JPMorgan Chase. Review all information for accuracy before submitting. For more about NMLS and registration requirements, see: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default

Company overview

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 our 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.

Compensation & Benefits

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation, paid as cash and/or forfeitable equity, in recognition of individual achievements and contributions. We also offer a range of benefits and programs based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity

We recognize that our people are our strength and value the diverse talents they bring to our global workforce. We are an equal opportunity employer and do not discriminate on the basis of any protected attribute, 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 applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for information about requesting an accommodation.