Relationship Banker-Northeast Market (Spring, TX Area) Houston, TX

JPMorgan Chase & Co. • Spring, TX

3d • Onsite

About The Position

At Chase, Relationship Bankers create memorable experiences for clients and employees by building lasting relationships, exceeding expectations, and embracing diversity and inclusion. In a Chase branch, the Relationship Banker represents the brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. The role leads efforts to acquire, manage, and retain client relationships, using 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 review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration. Continued employment depends on compliance with applicable Loan Originator requirements.

The position also requires NMLS registration under the SAFE Act of 2008. Upon employment, the employee must register or update an existing registration, complete required registration promptly after starting, and fulfill annual renewal and update requirements. Information from NMLS processes may affect employment.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success acquiring 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, including 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. Unlicensed applicants must obtain required 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; a felony conviction within the last seven years is disqualifying.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, with successful registration immediately after the start date and timely annual renewal and updates.

Nice To Haves

• College degree or military equivalent.
• Experience following banking policies, procedures, and regulatory requirements.

Responsibilities

• Provide attentive, friendly service and create a welcoming client environment.
• 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 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 to consult effectively on banking solutions and connect clients with specialists for complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Complete required training and meet internal and external risk and compliance obligations.
• Register or update NMLS registration as required and complete annual renewals and required updates.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED