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 lead efforts to acquire, manage, and retain client relationships, drawing on your financial knowledge to recommend thoughtful solutions that address clients’ financial needs and contribute to the branch’s success. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires registration under the SAFE Act through the National Mortgage Licensing System and Registry (NMLS). Continued employment is contingent on meeting applicable registration, renewal, and compliance 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 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 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, 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 review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • No felony conviction within the last seven years.
  • Register with or update registration in NMLS upon active employment, and complete required renewals and updates to remain compliant with the SAFE Act.

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 for clients.
  • 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 and politely, ask questions, listen to understand, anticipate client needs, and build trust.
  • Educate clients about and connect them to digital banking options, 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 team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
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