Relationship Banker - Wickenburg Branch - Wickenburg, AZ

JPMorgan Chase & Co.•Wickenburg, AZ

About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by combining attentive, welcoming service with banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining meaningful client relationships. Using your financial knowledge, you offer thoughtful solutions to address clients’ financial needs and contribute to the success of the branch. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background and financial information, including criminal conviction history, credit report, and NMLS information. A felony conviction within the last seven years disqualifies applicants. The role also requires NMLS registration under the SAFE Act, including registration or an update immediately after starting, annual renewal, and required updates. Continued employment depends on compliance with applicable 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.
  • 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 completing required training.
  • 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. Applicants who are not licensed must obtain 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 and Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies applicants.
  • Register with or update the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, and complete annual renewal and required updates.

Nice To Haves

  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

  • Put clients first by providing attentive, friendly service and creating a welcoming environment.
  • Manage assigned clients and proactively meet with them in person and by phone to build lasting relationships, understand their financial needs, and recommend suitable products and services.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
  • 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 specialized team members to address financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Meet internal and external risk and compliance obligations, including required training.
  • Obtain or maintain required securities and insurance licenses and NMLS registration in accordance with the stated requirements.
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