Relationship Banker - Union Square - New York, NY

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 financial technology combined with friendly, attentive service. You will take a lead role in acquiring, managing, and retaining meaningful client relationships. Using your financial knowledge, you will offer thoughtful solutions to address clients’ financial needs, make their lives easier, and contribute to the success of the branch.

Job Responsibilities

• Put clients first and exceed their 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 their financial needs, and tailor product and service recommendations.
• Use clear, polite, consultative communication to understand and assist clients, build trust, ask questions, listen actively, and anticipate their needs.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs, to help them manage their banking needs whenever, wherever, and however they choose.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions. Collaborate with and connect clients to team experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Required Qualifications, Capabilities, and Skills

• At least one year of sales experience in retail banking, financial services, or a related industry, with proven success establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences and elevate the client experience.
• Excellent communication skills, both in person and over the phone, with the 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 while providing a consistent client experience.
• Ability to operate within established risk parameters and tolerances and meet internal and external risk and compliance obligations, including completing required training.
• High school diploma, GED, or foreign equivalent.
• The Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration, including Series 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 are 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 and Truth in Lending Act Requirements

This position is subject to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer for this position is contingent upon JPMC’s review of your criminal conviction history, credit report, information available through the National Mortgage Licensing System and Registry (NMLS), and any other information relevant to determining whether 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 for this position. Continued employment in this position is contingent upon compliance with Truth in Lending Act and Dodd-Frank Loan Originator requirements.

This position also requires NMLS registration under the SAFE Act of 2008. Upon active employment with JPMorganChase, you must either register with NMLS or update your existing registration to 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 renewals and required updates.

Information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Information provided during the Chase online application process may be transferred to NMLS by JPMorganChase on your behalf. Carefully review the information provided to Chase for accuracy and consistency with any current NMLS record before submitting your application. Further information about NMLS and registration requirements is available at http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.