Relationship Banker - Laguna Beach Market - Ladera Ranch, CA

JPMorganChase • Ladera Ranch, CA

13d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You will lead efforts to acquire, manage, and retain client relationships, apply financial knowledge to recommend thoughtful solutions, and contribute to the success of the branch.

The role involves proactively meeting assigned clients in person and by phone, understanding their financial needs, and connecting them with appropriate products, services, technology, and specialist support. You must follow banking policies, procedures, and regulatory requirements. The position is subject to applicable FDIC Act, Dodd-Frank/Truth in Lending Act, and SAFE Act requirements, including background and financial reviews and NMLS registration. Unlicensed applicants must obtain the stated licenses through JPMC’s licensing program within 180 days of hire.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or another 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.
• Ability to operate within established risk parameters and meet risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Compliance with applicable FDIC Act, Dodd-Frank/Truth in Lending Act Loan Originator, and SAFE Act requirements, including NMLS registration or updating an existing registration.

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 tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand client needs 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 clients on banking solutions.
• Collaborate with and connect clients to appropriate experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Complete required training and meet internal and external risk and compliance obligations.

What This Job Offers

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