Relationship Banker - Madison Ave and 79th St. - New York, NY

Relationship Banker (Chase Branch)

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 play 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 by delivering attentive and 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 and help clients—building trust by asking questions, listening actively, and anticipating needs.
• Educate clients on 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 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 other related industries, with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences that 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 differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail to provide 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.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain their 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 (Loan Originator Requirements)

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent upon JPMorganChase’s review of criminal conviction history, credit report, information available through NMLS, and any other information relevant to determining whether you demonstrate financial responsibility, good character, and general fitness for the position. A 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.

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 either register on NMLS or update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. 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 the registration, update, and renewal processes or through NMLS notifications may impact your employment. Completed information provided during the Chase online application process may be transferred, on your behalf, to NMLS by JPMorganChase. Review information you provide to Chase for 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.

Equal Opportunity

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer benefits and programs based on eligibility, which may include 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.

We recognize that our people are our strength, and we place a high value on diversity and inclusion. We are an equal opportunity employer and do not discriminate on the basis of any protected attribute under applicable law. We also provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Additional information on requesting an accommodation is available in our FAQs: https://careers.jpmorgan.com/us/en/how-we-hire/faqs.

Equal Opportunity Employer/Disability/Veterans