Relationship Banker - San Diego Bay Market - Chula Vista, CA
About The Position
As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by providing attentive, welcoming service and using banking solutions and financial technology to support clients. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position involves meeting with assigned clients in person and by phone, understanding their financial needs, and recommending relevant products and services. You also help clients use digital banking tools, learn banking products and procedures, connect clients with specialists when appropriate, and follow applicable policies and regulatory requirements. The role requires working branch hours, including weekends and some evenings. Employment is subject to applicable Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act requirements and review of relevant background and financial information. NMLS registration under the SAFE Act is required, and continued employment is contingent on meeting applicable 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 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 internal and external risk and compliance obligations, including completing required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain required licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- NMLS registration under the SAFE Act, with required registration immediately after the start date and timely annual renewal and updates.
- Meet applicable Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act qualification requirements; continued employment is contingent on compliance with applicable requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Provide 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 clients about and connect them to 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 team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Work branch hours, including weekends and some evenings.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register or update NMLS registration upon active employment and complete required renewals and updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
