Relationship Banker - Broadway & Fulton - 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 by asking questions and listening to understand and 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 collaborate with 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 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 the 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.
• The Securities Industry Essentials (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 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 and licensing information

Dodd-Frank/Truth in Lending Act: This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Offers are contingent on review of criminal history, credit report, information available through NMLS, and other factors demonstrating financial responsibility and fitness for the position. Felony convictions within the last seven years may disqualify a candidate. Employment is contingent upon compliance with Truth in Lending Act/Dodd-Frank requirements.

NMLS registration: This position requires NMLS registration under the SAFE Act. Upon active employment with JPMorgan Chase, you will be required to register or update your existing registration to reflect employment with JPMorgan Chase. Compliance with the SAFE Act, including timely renewal and updates, is mandatory for continued employment. Further information about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.

Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of products. We are committed to delivering an exceptional client experience with hospitality and care. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected characteristics and provide reasonable accommodations for religious practices, beliefs, and disability needs. For more information about accommodations, visit our FAQs.

Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We’re proud to lead in credit card sales and deposit growth and to offer the most-used digital solutions, all while ranking highly in customer satisfaction.