Relationship Banker - Munsey Park, Manhasset, NY
JPMorgan Chase & Co.
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. 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 take 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. 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 leveraging 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, as well as collaborate with and connect them to our team of experts to help with 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 for our clients – 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 – providing 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. All 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 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 on JPMC's review of criminal conviction history, credit report, information available through NMLS, and other information relevant to a determination of financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration. Your continued employment in this position would be 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 to update your existing registration as necessary to grant access to and 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 with the firm. Any information you provide during the Chase online application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please review the 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: [NMLS information not included in this refinement]. #J-18808-Ljbffr JPMorgan Chase & Co.
$25 - $27.88 per hour
...and strives for operational excellence Builds relationships with clients to meet financial needs Follows... ...Week: 40 Pay Transparency details US - NY - Great Neck - 10 Middle Neck Rd (NY5228), US - NY - Manhasset - 240 Plandome RD - MANHASSET BC (NY5207), US -...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...) Hours Per Week: 40 Pay Transparency details US - NY - Jamaica - 17557 Hillside Ave - Jamaica Estates (NY5139)...SuggestedHourly payWork at officeShift workWeekend workDay shift$250k
...Personal Banker Safe Act - Manhasset Branch Discover your future at Citi Working at Citi is far more than just a job. A career with us... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell...Suggested- ...Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. Youll support the growth and...SuggestedLocal area
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ConnectOne Bank is hiring a Banking Relationship Specialist in Hicksville, NY. This role involves supporting client relationships, performing account openings, and actively engaging in sales activities. Candidates should have 1-3 years of banking experience and strong customer...Hourly pay- ...amples renseignements, consultez notre **.*** Serves as the primary relationship manager and financial advisor for TD Wealth clients with a... ...business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)* Ensures all Continuing...Temporary workTraineeshipWork experience placementCasual workWork at office
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...Universal Banker Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager... ...and transaction processing, focusing on building full banking relationships with current clients and prospects. Major Duties and Responsibilities...Temporary workWork at officeImmediate start- ...Universal Banker Associate The Universal Banker Associate is expected to deliver a superior branch experience by welcoming customers... ...processing. Efforts will focus on building full banking relationships with current customers and prospects while seizing opportunities...Local area
$19 - $23 per hour
...customers financial goals are met./liliProvide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention./liliMaintain open communication with Bank business partners and make referrals as appropriate (e....Work experience placement$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve...Flexible hoursWeekend work$19 - $23 per hour
...customers financial goals are met./liliProvide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention./liliMaintain open communication with Bank business partners and make referrals as appropriate (e....Full timeWork experience placementFlexible hours$22 - $25 per hour
...customers financial goals are met./liliProvide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention./liliMaintain open communication with Bank business partners and make referrals as appropriate (e....Full timeFlexible hoursWeekend work$21.23 - $28 per hour
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...your growth, we would like to meet you. Location: Garden City, NY Overview: Associate Wealth Advisors work with high-net... ...transitioning into the Wealth Advisor role in some existing client relationships while also marketing in new clients to the firm....Permanent employmentTemporary workWork at officeFlexible hours- JPMorgan Chase seeks a Relationship Banker in Hewlett, New York, to provide exceptional service while managing client relationships. You will educate clients on banking solutions, ensuring a welcoming environment, and adhere to banking regulations. The ideal candidate has...
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...Wealth Solutions, LLC is seeking a motivated Financial Services Team Associate in Greenvale, NY. This role focuses on developing and servicing long-term client relationships and delivering personalized financial guidance across various areas, including investments and...- ...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...Immediate startAfternoon shift
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...Universal Banker Metropolitan Commercial Bank ("MCB" or the "Bank") is a New York Citybased... ...banking centers in Manhattan and Boro Park, Brooklyn, within New York City, as well... .... You will develop deep and meaningful relationships with the customer to resolve issues,...Local area- ...functions to provide you with the opportunity to take your career to the next level. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions...Temporary workWork experience placement
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