Relationship Banker - Alhambra Valley Blvd - Alhambra, CA

JPMorganChase • Alhambra, AZ

8d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent the brand and culture through welcoming, attentive service and the use of current banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, applying 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 also 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 compliance with applicable requirements, including registration after starting and timely annual renewals and updates. The position is also subject to Section 19 of the Federal Deposit Insurance Act and related review of criminal conviction history.

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 with differing needs.
• Ability to resolve client issues effectively and 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 Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the 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.
• Ability to satisfy Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and register with or update the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment depends on compliance with these requirements.
• Subject to Section 19 of the Federal Deposit Insurance Act and review of criminal conviction history.

Nice To Haves

• College degree or military equivalent.
• Experience following 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 their financial needs, and recommend appropriate products and services.
• Communicate clearly and consultatively, asking questions and listening to understand clients, anticipate needs, and build trust.
• Educate clients about and connect them to digital banking and ATM solutions, including the Chase Mobile App and Chase.com.
• Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with specialists for complex financial needs.
• Follow banking policies, procedures, and regulatory requirements.
• Resolve client issues promptly and carefully to provide a consistent client experience.
• Meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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