Relationship Banker - Beecher - Flint, MI

JPMorganChase•Flint, MI
•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 create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships. Using your financial knowledge, you identify clients’ needs and recommend thoughtful solutions that contribute to the branch’s success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on meeting applicable qualification, 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’ differing needs.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • High school degree, GED, or foreign equivalent.
  • Meet the minimum securities and insurance licensing requirements: SIE exam, FINRA Series 6, 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, 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.
  • Register with or update registration in NMLS under the SAFE Act after starting employment, and complete required annual renewals and updates.

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 for clients.
  • Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and recommend relevant products and services.
  • Communicate clearly and consultatively, asking questions and listening to understand and anticipate clients’ needs.
  • Educate clients about and connect them with digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures to consult effectively with clients and connect them with specialists for more complex financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Work within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
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