Relationship Banker - SC St Louis Market - Frontenac, MO
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 help clients. You take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background and financial information. The role also requires NMLS registration under the SAFE Act, including registration or updating a registration after starting, annual renewal, and timely required updates. Continued employment depends on compliance with these 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.
- 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 internal and external risk and compliance obligations.
- 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. Applicants who are not licensed must obtain licenses through JPMC’s program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
- Must comply with SAFE Act requirements, including successful NMLS registration immediately after the start date 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, ask questions, listen, anticipate client needs, and build trust.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures to consult effectively about banking solutions and connect clients with specialists for financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Meet risk and compliance obligations, including completing required training.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register on or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete 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
