Relationship Banker - North Bellmore, NY

Tasks

• Assess client financial needs and recommend banking products
• Collaborate with team experts for specialized financial needs
• Conduct client meetings in person and by phone
• Educate clients on mobile app and online banking solutions
• Follow banking policies procedures and regulatory requirements
• Manage and retain client relationships
• Provide friendly client service

Perks/Benefits

• Backup childcare
• Financial coaching
• Health care coverage
• Mental health support
• Onsite wellness centers
• Retirement savings plan
• Tuition reimbursement

Skills/Tech-stack

Chase Mobile App | Chase.com | Client Relationship Management | Client needs | Client needs assessment | Client relationship | Consultative Communication | Dodd-Frank | Financial Services | Loan Origination | Mobile App | NMLS Registration | Needs assessment | Regulatory Compliance | Relationship Management | Retail Banking | Risk Management | Sales | Truth in Lending