Relationship Banker - South Huntington - Huntington Station, NY

Location: Huntington Station, NY, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering strong client relationships and delivering unparalleled financial solutions. As a Relationship Banker in our South Huntington branch located in Huntington Station, NY, you will play a pivotal role in embodying our hospitality-driven culture. Your primary focus will be to provide exceptional client experiences by understanding their unique financial goals and offering tailored products from our comprehensive suite, including checking and savings accounts, personal loans, mortgages, and Chase credit cards. In this dynamic retail banking environment, you will contribute to the branch's success by driving client acquisition, retention, and satisfaction while adhering to the highest standards of compliance and security. Key to this role is your ability to engage with a diverse clientele in the Huntington community, building trust through personalized consultations and proactive advice. You will handle day-to-day transactions with precision, educate clients on digital banking innovations like the Chase mobile app, and identify opportunities to deepen relationships through cross-selling wealth management or investment services. Collaboration with fellow team members is essential to meet branch targets and create a welcoming atmosphere that reflects JPMorgan Chase's global reputation for excellence in financial services. We value professionals who thrive in a fast-paced setting and are passionate about helping clients achieve financial well-being. This position 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 prioritizes work-life balance. Join us in South Huntington to make a meaningful impact on clients' lives while advancing your career at JPMorgan Chase.

Key Responsibilities

• Engage clients in the South Huntington branch to understand their financial needs and recommend appropriate JPMorgan Chase products and services
• Open and maintain various deposit accounts, loans, and investment products while ensuring compliance with federal regulations
• Deliver exceptional hospitality by providing personalized advice and resolving client inquiries promptly
• Build and nurture long-term client relationships to drive retention and referrals
• Process transactions accurately, including deposits, withdrawals, and wire transfers using Chase banking systems
• Identify cross-selling opportunities for credit cards, mortgages, and wealth management services
• Collaborate with branch team members to achieve sales goals and enhance client experience
• Maintain up-to-date knowledge of JPMorgan Chase policies, market trends, and security protocols
• Assist in branch operations such as cash handling and end-of-day reconciliations
• Promote digital banking solutions to help clients utilize Chase mobile app and online platforms

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 including checking/savings accounts, loans, and credit cards
• Ability to obtain and maintain necessary licenses such as NMLS registration
• Proficiency in basic financial calculations and compliance with regulatory standards
• Excellent communication skills with the ability to build rapport with diverse clients
• Availability to work flexible hours including weekends in a branch setting

Preferred Qualifications

• Prior experience in sales or relationship management within a financial institution
• Knowledge of JPMorgan Chase's digital banking platforms and tools
• Bilingual proficiency in English and Spanish to serve the local Huntington community
• Experience with CRM systems and client relationship software
• Certification in financial planning or banking operations

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and decision-making
• Proficiency in banking software and Microsoft Office
• Time management and multitasking
• Attention to detail in transaction processing
• Team collaboration
• Digital literacy for online banking tools
• Risk assessment and fraud detection
• Communication (verbal and written)
• Adaptability to client needs
• Basic financial analysis

Benefits

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

JP Morgan Chase is an equal opportunity employer.