Relationship Banker II - SB, Havendale Rd Branch, Polk County, FL (New Build)

JPMorganChase•Orlando, FL

27d•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, drawing on your financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to branch success. The role includes managing assigned clients and meeting with them in person and by phone, recommending suitable products and services, educating clients about digital banking options, and connecting them with specialists when needed. You must learn banking products, services, and procedures and comply with applicable policies, procedures, and regulatory requirements. The position is subject to Loan Originator qualification requirements under the Dodd-Frank/Truth in Lending Act and requires NMLS registration under the SAFE Act. Continued employment depends on meeting those requirements, including registration and required renewals and updates.

Requirements

At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven success establishing new clients, deepening relationships, and delivering results.
Ability to create memorable client experiences.
Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail.
Ability to operate within established risk parameters and meet risk and compliance obligations, including required training.
High school degree, GED, or foreign equivalent.
Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
Availability to work branch hours, including weekends and some evenings.
Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
Comply with SAFE Act requirements, including successful NMLS registration immediately after starting employment and timely annual renewal and required updates.

Nice To Haves

College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

Deliver attentive, friendly service and create a welcoming environment for clients.
Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
Communicate clearly and politely in a consultative manner, asking questions and listening to understand and anticipate client needs.
Educate clients about technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
Collaborate with and connect clients to a team of experts for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
Work branch hours, including weekends and some evenings.
Register on or update registration with NMLS as required, and complete timely annual renewals and required updates.