Relationship Banker - Northern Utah

JPMorganChase•Layton, UT
•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You acquire, manage, and retain client relationships, drawing on financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The role is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer depends on JPMorganChase’s review of relevant background and financial information. The position also requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting applicable registration, renewal, and compliance 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.
  • Strong in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients’ 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. 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; an offer is contingent on JPMorganChase’s review of relevant information.
  • Register with the NMLS or update an existing registration after starting employment, and comply with SAFE Act registration, renewal, and update 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 over the 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 tools, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures to consult effectively with clients and connect them with specialists for more complex financial needs.
  • Follow company policies, procedures, and regulatory banking requirements.
  • Work branch hours, including weekends and some evenings.
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