Relationship Banker - Fremont Market - Fremont, CA
About The Position
At Chase, Relationship Bankers create welcoming, valued, and inclusive experiences for clients and employees. In a Chase branch, the Relationship Banker represents the Chase brand and culture by combining attentive service with banking solutions and financial technology. The role leads efforts to acquire, manage, and retain client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including review of relevant background information, and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting these requirements and applicable registration, renewal, and update obligations. The position is also subject to Section 19 of the Federal Deposit Insurance Act.
Requirements
- At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with 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.
- Ability to operate 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, 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.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with continued-employment requirements.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) immediately after the start date and complete required annual renewals and updates.
- Meet Section 19 of the Federal Deposit Insurance Act requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver friendly, attentive service and create a welcoming environment that exceeds client 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 client needs.
- Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with specialists for complex financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet branch-hour scheduling requirements, including weekends and some evenings.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
