Relationship Banker - Factoria Branch - Bellevue, WA (Mandarin and English Bilingual Preferred)
About The Position
As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to support clients. You will acquire, manage, and retain client relationships, use financial knowledge to recommend thoughtful solutions, and contribute to the success of the branch. The role involves meeting clients in person and by phone, understanding their financial needs, guiding them to appropriate products and services, and connecting them with specialized experts when needed. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator requirements and requires NMLS registration under the SAFE Act. Continued employment is contingent upon compliance with applicable licensing, registration, and renewal requirements.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable client experiences and elevate the client experience.
- Excellent in-person and telephone communication skills, including tailoring 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 completing required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; an employment offer is contingent on JPMC review of relevant history and information.
- Register with NMLS or update an existing registration as necessary after starting employment, and comply with the SAFE Act, including timely annual renewal and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
- Mandarin and English bilingual ability.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment for clients.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate and connect clients to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures to consult with clients about banking solutions and connect them with experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Complete required training and comply with internal and external risk and compliance obligations.
- Register or update registration with NMLS under the SAFE Act and complete required annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
