Relationship Banker - Monsey, NY

Location: Monsey, NY, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering a culture of inclusion and innovation in financial services, and our Relationship Bankers play a pivotal role in delivering that promise. As a Relationship Banker in our Monsey, NY branch, you will serve as the face of the bank, providing personalized guidance to clients in a diverse community. Your role involves more than transactions; it's about creating meaningful connections, understanding unique financial goals, and offering tailored solutions from our suite of banking, lending, and investment products. Embodying our hospitality ethos, you will ensure every client interaction reflects JPMorgan Chase's dedication to excellence and trust in the financial industry. In this dynamic position, you will proactively engage with walk-in and existing clients to identify opportunities for growth, such as opening new accounts, advising on mortgage options, or introducing wealth management services. You will handle daily operations with precision, from processing deposits and withdrawals to educating clients on secure digital tools like our Chase Mobile app. Compliance is key; you will adhere to federal and state regulations while contributing to branch goals through collaborative teamwork. This role demands a blend of sales acumen and genuine care, helping clients navigate their financial journeys in the vibrant Monsey area. Joining JPMorgan Chase means access to world-class training, career advancement, and a supportive environment that values work-life balance. Whether you're assisting a small business owner with cash flow solutions or guiding a family toward savings goals, your impact will resonate in building lasting client loyalty. If you thrive in a fast-paced retail banking setting and are passionate about financial empowerment, this opportunity in Monsey, NY, is your chance to advance with one of the world's leading financial institutions.

Key Responsibilities

• Engage clients in the Monsey, NY branch to understand their financial needs and recommend appropriate JPMorgan Chase banking solutions
• Process transactions including deposits, withdrawals, and loan applications with accuracy and efficiency
• Build and maintain long-term client relationships to drive retention and referrals
• Promote digital banking tools and educate clients on secure online and mobile platforms
• Identify opportunities to cross-sell products like credit cards, mortgages, and investment services
• Ensure compliance with all regulatory requirements, including anti-money laundering (AML) and Know Your Customer (KYC) protocols
• Collaborate with branch team to achieve sales goals and deliver exceptional hospitality
• Handle client inquiries and resolve issues promptly to uphold JPMorgan Chase's client-first standards
• Participate in community outreach events in Monsey to enhance brand visibility and client acquisition

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of customer service experience in a retail or financial services environment
• Strong understanding of banking products and services, including deposits, loans, and digital banking tools
• Ability to obtain necessary state and federal licenses, such as NMLS registration
• Proficiency in Microsoft Office Suite and core banking software
• Excellent communication skills with the ability to build rapport with diverse clients
• Availability to work flexible hours, including weekends, in the Monsey, NY branch

Preferred Qualifications

• Prior experience as a banker or teller in a commercial bank setting
• Bilingual proficiency in English and Spanish or Yiddish, given the Monsey community demographics
• Knowledge of JPMorgan Chase's wealth management and investment products
• Experience with sales targets and client relationship management in financial services
• Certification in financial planning or customer relationship management (CRM) tools

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Digital banking proficiency
• Regulatory compliance awareness
• Problem-solving and conflict resolution
• Active listening and empathy
• Time management and multitasking
• Data entry accuracy
• Team collaboration
• Adaptability to client needs
• Basic financial analysis
• CRM software usage
• Risk assessment
• Hospitality and client-centric mindset

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Parental leave and family benefits for work-life balance
• Access to JPMorgan Chase's global career development resources and internal mobility opportunities

JP Morgan Chase is an equal opportunity employer.