Relationship Banker- Alameda South Shore Branch, Alameda, CA

JPMorganChase • Alameda, CA

1d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you will represent Chase’s brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to the branch’s success.

The position is subject to Section 19 of the Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act requirements for Loan Originators, and SAFE Act registration requirements. Employment is contingent on applicable reviews and compliance, including NMLS registration or updates and required renewals. A felony conviction within the last seven years disqualifies applicants under the stated loan-originator qualification requirements.

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 effectively with attention to detail.
• Ability to comply with risk parameters and internal and external risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• 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 applicable Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements. Continued employment depends on compliance, including registration immediately after starting and timely annual renewal and updates.

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 for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to Chase technology, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures and consult with clients about solutions; collaborate with and connect clients to experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Operate within risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• Resolve client issues promptly and accurately to provide a consistent client experience.

What This Job Offers

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