Relationship Banker - Fox River Mall Branch - Appleton, WI

JPMorganChase•Appleton, WI

1d•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 acquire, manage, and retain client relationships, apply financial knowledge to recommend thoughtful solutions, and contribute to branch success. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on 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. The role also requires NMLS registration under the SAFE Act, with successful registration immediately after the start date and continued compliance with registration, renewal, and update requirements as applicable.

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 risk and compliance obligations, including completing 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.
Ability to work branch hours, including weekends and some evenings.
Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the applicable review of criminal conviction history, credit report, and NMLS information.
NMLS registration under the SAFE Act, or update of an existing registration, with successful registration immediately after the start date and continued compliance with applicable renewals and updates.
Any felony conviction within the last seven years disqualifies applicants for consideration.

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 that puts clients first.
Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend suitable products and services.
Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
Learn banking products, services, and procedures quickly and accurately; consult with clients and connect them with experts for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
Resolve client issues quickly and effectively while providing a consistent client experience.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
Register with or update NMLS as required and comply with SAFE Act requirements, including annual renewal and updates.