Relationship Banker, Central PA Market

JPMorgan Chase & Co. • Limerick Township, PA

7h • Onsite

About The Position

At Chase, Relationship Bankers represent the brand and culture by creating welcoming, valued, and inclusive experiences for clients. In a Chase branch, the Relationship Banker uses banking solutions and financial technology alongside attentive service to acquire, manage, and retain client relationships. The role uses 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 JPMorganChase’s review of relevant information, including criminal conviction history, credit report, and NMLS information. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on compliance, successful registration after starting, and timely annual renewals and updates.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven success establishing new 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 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. Applicants who are not licensed 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 and SAFE Act NMLS registration requirements. Continued employment is contingent on compliance, including successful registration immediately after the start date and timely annual renewal and updates.
• A felony conviction within the previous seven years disqualifies applicants from 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 exceeds client expectations.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly, politely, and consultatively; ask questions and listen 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 on banking solutions and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet risk and compliance obligations, including completing required training.
• Work branch hours, including weekends and some evenings.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewals and required updates.

What This Job Offers

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