Relationship Banker - Chicago Central South Market, Clinton & Adams, Mandarin Preferred
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 create positive client experiences. 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 includes managing assigned clients, consulting about banking products and services, connecting clients with digital banking tools and specialized experts, and complying with banking policies and regulatory requirements. The role requires the SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not already licensed must obtain the required licenses through JPMC’s licensing program within 180 days of hire. The position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable requirements, including registration and renewals. The position offers a competitive total rewards package, which may include commission-based pay or discretionary incentive compensation for eligible roles. Benefits are available based on eligibility.
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 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 and provide a consistent client experience.
- 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.
- SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain the licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet 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; a felony conviction within the last seven years disqualifies applicants.
- NMLS registration under the SAFE Act, or update of existing registration, immediately after starting employment, with timely annual renewals and required updates thereafter.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
- Fluency in Mandarin.
Responsibilities
- Put clients first and exceed expectations by delivering attentive, friendly service and creating a welcoming environment.
- Manage assigned clients and proactively meet with them in person and by phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand client needs, anticipate them, and build trust.
- 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 effectively about banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Commission-based pay and/or discretionary incentive compensation for eligible roles, potentially paid as cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
