Relationship Banker - Knapp and Beltline - Grand Rapids MI

JPMorgan Chase & Co. • Grand Rapids, MI

2d • Onsite

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 support clients. You take a lead role in acquiring, managing, and retaining client relationships. Using financial knowledge, you offer thoughtful solutions that address clients’ financial needs and contribute to the success of the branch.

The role requires compliance with banking policies, procedures, and regulatory requirements. Employment is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators, including review of relevant background and financial information, and requires NMLS registration under the SAFE Act. Continued employment depends on compliance with these requirements, including successful registration after starting and timely completion of annual renewals and required updates.

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.
• 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 work 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; unlicensed applicants must obtain licenses through JPMC’s program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
• NMLS registration under the SAFE Act, or an update to an existing registration, immediately after starting employment, with continued compliance including timely renewals and updates.
• Any felony conviction within the last seven years disqualifies candidates from consideration.

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 that exceeds clients’ expectations.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend tailored products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate clients’ needs.
• Educate and connect clients to digital and self-service banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult with clients and connect them with specialists for financial needs.
• Follow banking policies, procedures, and regulatory requirements, and meet risk and compliance obligations.
• Complete required training.
• Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register with NMLS or update an existing registration after starting employment, and complete required annual renewals and updates.

What This Job Offers

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