Relationship Banker - Bloomingdales - New York, NY

Relationship Banker (Chase Branch)

At Chase, we create memorable experiences for our clients and employees by welcoming, valuing, and understanding everyone we serve. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with exceptional hospitality, using the latest banking solutions and financial technology combined with friendly, attentive service. You will lead efforts to acquire, manage, and retain meaningful client relationships by applying your financial knowledge to offer thoughtful solutions that address clients’ needs and help support the success of the branch.

Job Responsibilities

• Put clients first and exceed expectations by delivering attentive, friendly service and creating a welcoming environment.
• Manage assigned clients and proactively meet with them in person and over the phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Use clear, polite, consultative communication to understand client needs—ask questions, listen, build trust, and anticipate needs.
• Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs to support their banking needs—whenever and however they want.
• Learn products, services, and procedures quickly and accurately to consult with clients on banking solutions, and collaborate with and connect clients 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 a related industry, 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 in person and over the phone, with proven ability to tailor product and service features and benefits to clients with different needs.
• Ability to quickly and effectively resolve client issues with attention to detail to provide a consistent client experience.
• Ability to 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.
• Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain required 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 and SAFE Act Requirements

This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Any employment offer is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and other information relevant to JPMC’s determination that you demonstrate financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent on compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

This position also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment with JPMorganChase, you will be required to register on NMLS or update your existing registration to reflect your employment. Continued employment 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.

Information obtained during registration, update, and renewal processes, or through NMLS notifications, may impact your employment. Information completed during the Chase online application process may be transferred by JPMorganChase to NMLS on your behalf. Review the information you provide to ensure accuracy and consistency with any current NMLS record, if applicable, before submitting.

Further information about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.