Relationship Banker

Relationship Banker

Chase Bank

Midtown, New York City

Base pay starts at $25/hr

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.

Job description:

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering outstanding experience to Chase customers. You'll acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week. Job Responsibilities - Deliver exceptional customer experience by acting with a customer-first attitude - Manage assigned customers and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations - Make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships - Strong desire and ability to influence, educate, and connect customers to technology - Possess initiative, and knowledge to provide financial options for customers using a consultative approach - Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together - Partner with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Qualifications:

• At least one year experience in: - Retail banking sales, or - Financial services sales, or - Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED or foreign equivalent required
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours, including weekends and some evenings
• Compliance with Dodd Frank/Truth in Lending Act Preferred Qualifications, Capabilities and Skills
• College degree or military equivalent strongly preferred
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements