Relationship Banker - Abingdon Square - New York, NY

Relationship Banker (Chase Branch)

Chase is passionate about creating memorable experiences for clients and employees—making people 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 the Chase brand and culture with hospitality, using the latest banking solutions and financial technology combined with friendly, attentive service. You will play a lead role in acquiring, managing, and retaining meaningful client relationships, using your financial knowledge to offer thoughtful solutions to meet clients’ financial needs and 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 and help clients—ask questions, listen actively, and anticipate needs to build trust.
• Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs to support their banking needs wherever and whenever they want.
• Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions and to connect them with 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 client experiences 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 differing needs.
• Ability to resolve client issues quickly and effectively 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.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain 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.

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 JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination that 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.

Your continued employment in this position is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position 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 to reflect your employment with JPMorganChase. Your 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.

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

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