Relationship Banker - Hauppauge, NY

Location: Hauppauge, NY, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker for our Hauppauge, NY branch to deliver exceptional client experiences that embody our commitment to hospitality and client care. As a key member of our Relationship Bankers team, you will serve as the primary point of contact for clients, helping them navigate their financial journeys with personalized solutions from one of the world's leading financial institutions. In this role, you will leverage your expertise in banking products to build lasting relationships, drive business growth, and contribute to the success of our Chase branch in the Hauppauge community. Your focus will be on understanding client needs, recommending tailored products like checking accounts, mortgages, and investment options, while ensuring every interaction reflects JP Morgan Chase's high standards of service and integrity. Key responsibilities include engaging clients through consultative conversations, processing transactions efficiently, and identifying opportunities to cross-sell innovative financial solutions. You will collaborate with branch colleagues to create a welcoming environment that fosters trust and loyalty, while adhering to strict compliance standards such as those set by the FDIC and OCC. In Hauppauge, you will connect with a diverse local clientele, addressing their unique financial goals in a dynamic retail banking setting. Success in this position requires a passion for client advocacy, the ability to thrive in a goal-oriented atmosphere, and a proactive approach to staying abreast of evolving financial trends and JP Morgan Chase offerings. Joining JP Morgan Chase means becoming part of a global leader in financial services with a rich history of innovation and client focus. We offer robust professional development opportunities, competitive compensation, and a supportive culture that values work-life balance. If you are enthusiastic about empowering clients and contributing to community prosperity, this Relationship Banker role in Hauppauge provides the platform to advance your career while making a meaningful impact.

Key Responsibilities

• Engage clients in the Hauppauge branch to understand their financial needs and recommend personalized banking solutions from JP Morgan Chase's portfolio
• Open and maintain various deposit accounts, loans, and investment products while ensuring compliance with regulatory requirements
• Provide exceptional customer service by resolving inquiries, processing transactions, and delivering hospitality-focused interactions
• Build and nurture long-term client relationships to drive retention and referrals within the local community
• Identify cross-selling opportunities for JP Morgan Chase products like credit cards, mortgages, and wealth management services
• Conduct financial education sessions and consultations to empower clients with knowledge on budgeting and saving
• Collaborate with branch team members and specialists to deliver seamless client experiences
• Monitor account activities for potential fraud and adhere to all anti-money laundering (AML) protocols
• Achieve individual and branch sales goals while maintaining high standards of client satisfaction
• Stay updated on JP Morgan Chase policies, industry trends, and product innovations through ongoing training

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of experience in retail banking, customer service, or sales within the financial services industry
• Strong understanding of banking products and services, including checking/savings accounts, loans, and credit cards
• Ability to obtain and maintain necessary licenses such as Series 6 and 63, or willingness to pursue them
• Proficiency in using banking software and Microsoft Office Suite
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Prior experience in a relationship banking role at a major financial institution
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Hauppauge, NY
• Knowledge of local market dynamics and community needs in Suffolk County
• Experience with digital banking tools and client relationship management (CRM) systems
• Proven track record in achieving sales targets for financial products

Required Skills

• Customer relationship management
• Sales and consultative selling techniques
• Knowledge of banking regulations (e.g., BSA, Reg E)
• Proficiency in financial product analysis
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital literacy with banking platforms and apps
• Time management and prioritization
• Team collaboration and leadership
• Attention to detail for accurate transaction processing
• Adaptability to fast-paced retail environments
• Ethical decision-making
• Public speaking for client consultations
• Data entry and CRM software usage
• Cultural sensitivity for diverse clientele

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and paid holidays
• Tuition reimbursement program for professional development and advanced education
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase common stock
• Wellness programs including gym memberships, mental health resources, and fitness challenges
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Access to exclusive employee discounts on travel, entertainment, and financial products

JP Morgan Chase is an equal opportunity employer.