Relationship Banker - Denver West - Lakewood, CO

JPMorganChase•Lakewood, CO

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 take a lead role in acquiring, managing, and retaining client relationships. Using your financial knowledge, you 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 registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, with continued employment contingent on meeting registration, renewal, and update requirements.

Requirements

At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing clients, deepening relationships, and delivering results.
Ability to create memorable client experiences.
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 effectively and quickly, with attention to detail.
Ability to operate within established risk parameters and meet internal and external risk and compliance obligations.
High school diploma, GED, or foreign equivalent.
Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
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.
NMLS registration under the SAFE Act, with successful registration immediately after starting and timely completion of annual renewals 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 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 relevant 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 digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with specialists for more complex financial needs.
Follow company policies, procedures, and regulatory banking requirements.
Resolve client issues quickly and accurately while providing a consistent client experience.
Meet internal and external 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 with or update registration in NMLS as required, and complete ongoing renewals and updates.