Relationship Banker - Manhasset, NY
JPMorgan Chase & Co.
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. Job 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
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory
$25 - $27.88 per hour
...and strives for operational excellence Builds relationships with clients to meet financial needs Follows established... ...Per 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) Pay...SuggestedHourly payWork at officeShift workWeekend workDay shift- ...partnering with a leading national bank to hire bankers for their Consumer, Small, and Business Banking division in Manhasset, NY. Join a company recognized as a top... ...and strong communication skills to foster relationships and assist customers with various financial...Suggested
$72.28k - $108.16k
...contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve... ...activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing...SuggestedWork at officeLocal areaWork from homeFlexible hours- ...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. You’ll support the growth and...SuggestedLocal area
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...responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to... ...activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$45k - $100k
...the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$72.28k - $108.16k
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$25 per hour
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