Relationship Banker - Factoria Branch - Bellevue, WA (Mandarin and English Bilingual Preferred)

JPMorganChase•Bellevue, WA

8d•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The role involves meeting with assigned clients in person and by phone, understanding their financial needs, recommending relevant products and services, and connecting them with digital banking tools or specialized experts. You must learn banking products and procedures and follow applicable policies, procedures, and regulatory requirements. The position requires branch-hour availability, including weekends and some evenings. This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment and continued employment are contingent on satisfying applicable screening, registration, renewal, and compliance requirements. Unlicensed applicants must obtain required licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

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 and provide a consistent client experience.
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.
Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain the licenses within 180 days of hire through JPMC’s licensing program.
Ability to work branch hours, including weekends and some evenings.
Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including applicable screening requirements.
Register with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, or update an existing registration, immediately after starting; comply with annual renewal and required updates.

Nice To Haves

College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Mandarin and English bilingual ability.

Responsibilities

Deliver attentive, friendly service and create a welcoming environment that exceeds clients’ expectations.
Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
Communicate clearly, politely, and consultatively; ask questions and listen to understand, anticipate 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 with clients about banking solutions.
Collaborate with and connect clients to the team of experts for specialized 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 on NMLS or update existing registration as necessary, and complete required annual renewals and updates.