Relationship Banker - Southeast PA Market Hire - Exton, PA
About The Position
As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by combining hospitality and attentive service with banking solutions and financial technology. You acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position involves building trust through in-person and phone conversations, helping clients use digital banking tools, learning and explaining banking products and procedures, and connecting clients with specialists when needed. You must follow banking policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings. This role is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Employment is contingent on meeting applicable screening, registration, renewal, and compliance requirements. Unlicensed applicants must obtain required securities and insurance licenses through JPMC’s licensing program within 180 days of hire.
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 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 required training.
- High school degree, 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 the required licenses through JPMC’s program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including applicable screening conditions.
- Must register with or update the National Mortgage Licensing System and Registry (NMLS) after starting employment and comply with ongoing SAFE Act requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver friendly, attentive service and create a welcoming environment that exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and over the 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 specialists for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Complete required training and meet internal and external risk and compliance obligations.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register or update registration with NMLS upon active employment and comply with applicable SAFE Act registration, renewal, and update requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
