Relationship Banker - Madison Square Garden - 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.

Job title

Relationship Banker — 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 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 acquiring 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 and provide 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 equivalents.
• 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 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 information

Dodd Frank/Truth in Lending Act: This position is subject to 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 other information relevant to determining financial responsibility 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, you will be required to register on NMLS or update your existing registration to reflect employment with JPMorganChase. Continued employment requires compliance with the SAFE Act, including successful registration after your start date and timely renewals. Information obtained during registration or through NMLS notifications may impact employment. Please review information you provide to Chase for accuracy and consistency with your current NMLS record. More information about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default

Company information

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 by delivering solutions to meet their financial needs.

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

We are here to help you manage your money with checking, savings, and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Deliver exceptional client experience as a Relationship Banker, embodying our commitment to hospitality and client care.

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, based on individual achievements. We also offer a range of benefits and programs to meet employee needs, including health care coverage, retirement savings, 529/tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process.

We value diversity and inclusion and are an equal opportunity employer. We do not discriminate on protected attributes and provide reasonable accommodations for religious practices, beliefs, or health needs. For more information about requesting an accommodation, see our FAQs.