Relationship Banker - Rita Ranch - Tucson, AZ

JPMorganChase • Tucson, AZ

3d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent Chase’s 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 recommend thoughtful solutions that address clients’ financial needs and contribute to branch success.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on JPMC’s review of relevant background and financial information. The role also requires NMLS registration under the SAFE Act and continued compliance with registration, renewal, and update requirements. Employment is contingent on meeting these 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.
• Strong in-person and telephone communication skills, including tailoring 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.
• High school degree, GED, or foreign equivalent.
• 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.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; an employment offer is contingent on JPMC’s 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 the NMLS or update an existing registration as required upon active employment, and comply with SAFE Act registration, annual renewal, and update requirements.

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 meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
• Communicate clearly and consultatively, asking questions and listening to understand client needs and build trust.
• Educate clients about and connect them to Chase technology, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures, consult with clients about banking solutions, and connect them with specialists for more complex financial needs.
• Follow 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
• Career Level: Mid Level
• Education Level: High school or GED