Relationship Banker - Massapequa Park, NY

Location: Massapequa Park, NY, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering strong client relationships and delivering unparalleled hospitality in the financial services industry. As a Relationship Banker in our Massapequa Park, NY branch, you will serve as the face of the bank, providing personalized banking solutions to individuals and small businesses in this vibrant Long Island community. Your role will involve greeting clients with warmth, understanding their unique financial goals, and recommending products like Chase checking and savings accounts, credit cards, home loans, and investment services. By embodying our core values of integrity, excellence, and client-centric service, you will help clients achieve financial wellness while contributing to the branch's success in a competitive market. In this dynamic position, you will handle day-to-day banking operations, including processing transactions with precision and educating clients on innovative digital tools such as the Chase Mobile app and online banking portals. You will proactively identify opportunities to deepen client relationships, referring them to specialized teams for complex needs like wealth management or business lending. Compliance is paramount; you will ensure all interactions adhere to federal regulations, including AML and KYC standards, while maintaining accurate records in our advanced CRM systems. Collaboration with branch colleagues and participation in local events will be key to building trust and expanding our presence in Massapequa Park. JPMorgan Chase offers a supportive environment for growth, with opportunities for professional development, competitive compensation, and comprehensive benefits. If you are passionate about finance, thrive in client-facing roles, and want to make a meaningful impact in the community, join our team as a Relationship Banker and be part of a global leader in banking that prioritizes innovation and client care.

Key Responsibilities

• Engage clients in the Massapequa Park branch to understand their financial needs and recommend appropriate JPMorgan Chase products such as checking accounts, credit cards, mortgages, and investment options
• Deliver exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and ensuring a seamless banking experience
• Build and maintain long-term client relationships through personalized follow-ups, proactive outreach, and tailored financial advice
• Process transactions accurately, including deposits, withdrawals, and loan applications, while adhering to JPMorgan Chase's risk management protocols
• Educate clients on digital banking solutions, such as the Chase Mobile app and online platforms, to enhance their financial wellness
• Collaborate with branch team members and specialists to refer complex needs to wealth management or small business banking experts
• Identify sales opportunities by analyzing client data and promoting relevant products to meet branch goals
• Ensure compliance with all regulatory requirements, including anti-money laundering (AML) and Know Your Customer (KYC) procedures
• Participate in community events in Massapequa Park to strengthen JPMorgan Chase's local presence and client acquisition
• Maintain accurate records of client interactions in JPMorgan Chase's CRM systems to support ongoing service excellence

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 financial services
• Strong understanding of banking products and services, including deposits, loans, and digital banking tools
• Ability to obtain necessary state and federal banking licenses within 90 days of hire
• Proficiency in Microsoft Office Suite and banking software systems
• Excellent communication and interpersonal skills to build client relationships
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Bilingual proficiency in English and Spanish, given the diverse community in Massapequa Park, NY
• Knowledge of JPMorgan Chase's proprietary platforms and client relationship tools
• Experience with community outreach or local networking in the Long Island area
• Certification in financial planning or customer relationship management (e.g., CFP or CRM designation)

Required Skills

• Client relationship building and retention
• Sales acumen in financial products
• Exceptional verbal and written communication
• Active listening and empathy
• Problem-solving and conflict resolution
• Attention to detail in transaction processing
• Proficiency in banking software and CRM tools
• Knowledge of financial regulations and compliance
• Digital literacy with mobile and online banking platforms
• Team collaboration and leadership
• Time management and multitasking
• Analytical skills for client needs assessment
• Adaptability to fast-paced retail environment
• Cultural sensitivity for diverse client base
• Ethical decision-making under pressure

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial coaching
• Performance-based bonuses and incentives tied to client satisfaction and sales targets
• Access to on-site childcare and flexible work arrangements for work-life balance

JP Morgan Chase is an equal opportunity employer.