Relationship Banker - Rockville Centre, NY

Location: Rockville Centre, NY, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our Rockville Centre, NY branch, where you will play a pivotal role in delivering the exceptional client experiences that define our commitment to hospitality and financial empowerment. As a Relationship Banker, you will serve as the primary point of contact for clients, helping them navigate a wide array of banking solutions tailored to their unique needs. From everyday transactions to complex financial planning, you will embody our 'How Can We Help?' philosophy, building lasting relationships that drive client loyalty and satisfaction in the heart of Rockville Centre's vibrant community. Your day-to-day responsibilities will include engaging with diverse clients to uncover their financial goals, recommending personalized products such as Chase checking and savings accounts, mortgages, credit cards, and investment services through J.P. Morgan Wealth Management. You will process transactions efficiently, ensure all interactions comply with stringent regulatory standards like those from the FDIC and OCC, and identify opportunities to deepen relationships by cross-selling innovative digital tools like the Chase Mobile app. Collaborating with branch colleagues and specialists, you will contribute to a high-performing team environment focused on achieving sales targets while prioritizing ethical practices and client privacy. We value professionals who thrive in a dynamic retail banking setting and are passionate about the financial services industry. This role offers the chance to grow within one of the world's leading financial institutions, with access to ongoing training, career advancement opportunities, and a supportive culture that recognizes your contributions. If you are enthusiastic about helping clients achieve their dreams and ready to make a meaningful impact in Rockville Centre, join JPMorgan Chase and become part of our mission to enable the dreams of millions.

Key Responsibilities

• Engage clients in the Rockville Centre branch to understand their financial needs and recommend tailored JPMorgan Chase products and services
• Open and maintain various account types, including deposits, loans, and credit products, ensuring seamless onboarding
• Provide expert advice on investment options, mortgages, and wealth management solutions to enhance client financial well-being
• Deliver exceptional hospitality by resolving inquiries, processing transactions, and fostering trust through personalized interactions
• Identify cross-selling opportunities to deepen client relationships and achieve branch sales targets
• Ensure compliance with all federal and state banking regulations, including accurate documentation and risk management
• Collaborate with branch team members and specialists to support client goals and promote JPMorgan Chase's brand
• Monitor client portfolios for opportunities to upsell or refer to advanced services like private banking
• Maintain accurate records in core banking systems and adhere to security protocols
• Participate in community outreach events in Rockville Centre to build local relationships and awareness of JPMorgan Chase offerings

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or financial services
• Strong knowledge of banking products including checking/savings accounts, loans, credit cards, and investment options
• Ability to obtain and maintain necessary licenses such as Series 6 and 63, or willingness to pursue
• Proficiency in financial regulations and compliance standards like BSA/AML and Reg E
• Excellent communication skills with a focus on building long-term client relationships
• Availability to work flexible hours including evenings and weekends

Preferred Qualifications

• Prior experience in sales within the financial services industry
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Rockville Centre
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Certification in financial planning or customer relationship management
• Experience handling high-net-worth client portfolios

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and decision-making
• Digital banking proficiency
• Time management and organization
• Team collaboration
• Communication (verbal and written)
• Analytical thinking for client needs assessment
• Adaptability to client preferences
• Attention to detail in transactions
• Conflict resolution
• Basic financial planning acumen

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 5% of salary
• Paid time off including vacation, sick days, and 15+ paid holidays annually
• 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 fitness challenges
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Performance-based bonuses and incentives tied to client satisfaction and sales goals

JP Morgan Chase is an equal opportunity employer.