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Chase is hiring: Relationship Banker - Radio City - New York, NY in New York

Chase, New York, NY, US, 10001

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Relationship Banker

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 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.
In Summary: Relationship Banker in a Chase Branch is responsible for acquiring, managing, and retaining meaningful relationships with clients . Responsibilities include managing 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 . En Español: Relationship BankerEn Chase, nos apasiona crear experiencias memorables para nuestros clientes y empleados, haciéndolos sentir bienvenidos, valorados y entendidos. Construimos relaciones duraderas haciendo lo correcto, superando las expectativas y aceptando la diversidad e inclusión. Asumirá un papel principal en la adquisición, gestión y mantenimiento de relaciones significativas con los clientes, utilizando sus conocimientos financieros para ofrecer soluciones pensadas que ayuden a satisfacer sus necesidades financieras y facilitar su vida, contribuyendo al éxito de la rama.Responsabilidades del trabajo:Poner a los clientes primero y superar sus expectativas - brindar servicio atento y amistoso, creando un entorno acogedor.Gestionar clientes asignados y reunirse proactivamente con ellos, tanto en persona como por teléfono, para construir relaciones duraderas, comprender las necesidades financiarias y adaptarse a recomendaciones de productos y servicios.Involucrarse en una comunicación clara, educada y consultiva para ayudar a entender y ayudar a los Clientes, hacer preguntas de confianza y escuchar, anticipar sus necesidades.Educar y conectar rápidamente a soluciones tecnológicas tales como el Chase Mobile Application.External Exercise las competencias y sistemas bancarios para ayudarles a cumplir con sus necesidades, siempre que deseen y por vía telefónica.Aprender a desarrollar nuevas capacidades y mejorar la experiencia de nuestros clientes (incluidas las condiciones establecidas en el sistema bancario), establecer exhaustivas habilidades e integrar las exigencias necesarias para obtener información sobre los requisitos básicos de atención y otros servicios de seguridad, así como proveedores de seguros y procedimientos de servicios financieros, proporcionar a nivel interno o de calidad de cumplimiento, comprobados, garantizar las calificación de las necesidades de los clientes y las funciones de los mismos, además de acuerdo con nuestras políticas de negocio y otras aplicaciones comerciales/experfectos, etc. Todos los solicitantes sin licencia deben obtener sus licencias a través del programa de licenciamiento de JPMC en un plazo de 180 días desde la contratación, materiales de estudio y apoyo proporcionados. Capacidad para trabajar horas de sucursal incluyendo fines de semana y algunas noches. Calificaciones, capacidades y habilidades preferidas:Grado universitario o equivalente militar. Experiencia adherida a las políticas bancarias, procedimientos y requisitos regulatorios..