Relationship Banker - Frederick - Frederick, CO - NORTHERN CO

JPMorganChase•Frederick, MD

5d•Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent the brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive experiences for clients. You acquire, manage, and retain client relationships, drawing on financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. This role is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorganChase’s review of criminal conviction history, credit report, NMLS information, and other relevant information to assess financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies applicants. Continued employment is contingent on meeting the applicable requirements, including NMLS registration under the SAFE Act of 2008. Employees must register or update their existing registration after starting and complete annual renewals and required updates thereafter.

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 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 risk parameters and meet risk, compliance, and training obligations.
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.
Ability to work branch hours, including weekends and some evenings.
Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements, including successful registration immediately after the start date and timely annual renewals and updates.
Employment offer is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies applicants.

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 meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
Communicate clearly, politely, and consultatively; ask questions, listen, anticipate client needs, and build trust.
Educate and connect clients to digital banking technology, 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 team experts for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
Resolve client issues effectively and with attention to detail while providing a consistent client experience.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
Complete NMLS registration or update existing registration as necessary, and complete annual renewals and required updates.