Relationship Banker - Wantagh, NY

Location: Wantagh, NY, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our Wantagh, NY branch, where you will play a pivotal role in delivering exceptional client experiences that reflect our core values of hospitality and client care. As a Relationship Banker, you will serve as the face of the bank in this vibrant Long Island community, helping clients achieve their financial goals through personalized banking solutions. This position is ideal for individuals passionate about finance and customer service, offering the opportunity to build lasting relationships while contributing to the growth of one of the world's leading financial institutions. In this role, you will embody JPMorgan Chase's commitment to innovation and integrity, ensuring every client interaction is seamless, supportive, and tailored to their unique needs. Your day-to-day responsibilities will include greeting clients with warmth, conducting needs-based consultations to recommend products like Chase checking accounts, mortgages, or wealth management services, and processing transactions with precision and efficiency. You will leverage JPMorgan Chase's cutting-edge digital tools to educate clients on mobile banking and online platforms, empowering them to manage their finances effortlessly. Additionally, you will identify cross-selling opportunities to meet sales targets, collaborate with branch colleagues to resolve complex issues, and maintain strict adherence to regulatory standards such as those set by the FDIC and OCC. This role demands a proactive approach to client engagement, including community outreach in Wantagh to foster trust and loyalty. JPMorgan Chase offers a supportive environment for professional growth, with access to extensive training programs and career advancement paths within our global network. We value diversity and inclusion, encouraging team members to bring their authentic selves to work while serving a diverse clientele. If you thrive in a dynamic setting where your interpersonal skills can make a real difference, join us as a Relationship Banker and help shape the financial futures of our clients in Wantagh, NY.

Key Responsibilities

• Engage clients in the Wantagh branch to understand their financial needs and recommend appropriate JPMorgan Chase products like checking accounts, credit cards, and investment options
• Deliver exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and ensuring a seamless banking experience
• Build and maintain long-term relationships with clients through personalized follow-ups and proactive outreach
• Process transactions accurately, including deposits, withdrawals, and loan applications, while adhering to security protocols
• Educate clients on digital banking solutions, such as Chase Mobile app and online platforms, to enhance their financial management
• Identify opportunities for cross-selling JPMorgan Chase services and achieve individual and branch sales goals
• Collaborate with branch team members and specialists to provide comprehensive financial advice
• Ensure compliance with all regulatory requirements, including anti-money laundering (AML) and Know Your Customer (KYC) procedures
• Monitor client accounts for potential issues and escalate to senior bankers when necessary
• Contribute to a positive branch atmosphere by participating in community events and client appreciation initiatives in Wantagh, NY

Required Qualifications

• High school diploma, GED, or equivalent work experience
• At least 1 year of experience in a customer-facing role within financial services or retail banking
• Strong understanding of banking products and services, including deposits, loans, and digital banking tools
• Ability to obtain and maintain necessary regulatory licenses, such as NMLS registration
• Proficiency in basic computer skills and financial software applications
• 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

• Bachelor's degree in finance, business administration, or a related field
• 2+ years of experience in relationship banking or sales within a financial institution
• Bilingual proficiency in English and Spanish to serve the diverse community in Wantagh, NY
• Experience with JPMorgan Chase systems and client relationship management tools
• Proven track record of meeting sales targets in a competitive banking environment

Required Skills

• Customer service excellence
• Sales and relationship building
• Knowledge of banking regulations
• Financial product expertise
• Digital banking proficiency
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and organization
• Team collaboration
• Attention to detail
• Adaptability in a fast-paced environment
• Ethical decision-making
• Basic math and analytical skills
• Communication (verbal and written)
• Cultural sensitivity for diverse client base

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 federal holidays
• Tuition reimbursement program for advancing education in finance or related fields
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym membership reimbursements and mental health support
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Professional development opportunities through JPMorgan Chase's internal training and leadership programs

JP Morgan Chase is an equal opportunity employer.