Relationship Banker - Lincoln North Branch - Lincoln, NE

JPMorganChase•Lincoln, NE
•Onsite

About The Position

At Chase, Relationship Bankers create memorable experiences for clients and employees by making them feel welcomed, valued, and understood. They build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. In a Chase branch, the Relationship Banker represents the brand and culture with hospitality, combining current banking solutions and financial technology with friendly, attentive service. The Relationship Banker takes a lead role in acquiring, managing, and retaining client relationships. Using financial knowledge, the banker offers thoughtful solutions to address clients’ financial needs and contribute to the success of the branch. The position also requires compliance with banking policies, procedures, and regulatory requirements. The role is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualifications and requires NMLS registration under the SAFE Act.

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.
  • Ability to work branch hours, including weekends and some evenings.
  • High school degree, GED, or foreign equivalent.
  • SIE exam, FINRA Series 6, applicable 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.
  • 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.
  • Comply with SAFE Act requirements, including successful NMLS registration immediately after the start date and timely annual renewal and required 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 that puts clients first and exceeds their expectations.
  • 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, politely, and consultatively; ask questions and listen to understand clients, anticipate 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 with clients about banking solutions.
  • Collaborate with and connect clients to specialists for their financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register with or update registration in NMLS upon employment, and complete required annual renewals and updates.
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