About The Position

As a Relationship Banker in a Chase branch, you represent the brand and culture by creating welcoming, attentive experiences for clients. You use banking solutions and financial technology to build lasting client relationships and help clients address their financial needs. You take a lead role in acquiring, managing, and retaining client relationships, offering thoughtful solutions and contributing to the branch's 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 criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. The role also requires NMLS registration under the SAFE Act and continued compliance with 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 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 completing required training.
  • High school degree, GED, or foreign equivalent.
  • Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants 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, including the stated criminal-conviction, credit, and fitness review.
  • Register with or update the National Mortgage Licensing System and Registry (NMLS) after starting employment, and complete required annual renewals and updates under the SAFE Act.

Nice To Haves

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

Responsibilities

  • Put clients first, exceed expectations, and create a welcoming environment through attentive, friendly service.
  • 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 client needs and build trust.
  • Educate and connect clients 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 team experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
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