Relationship Banker - US 41 & Bonita Beach - Bonita Springs, FL

JPMorganChase • Bonita Springs, FL

1d • Onsite

About The Position

At Chase, Relationship Bankers create welcoming, valued, and understood experiences for clients and employees. They represent the Chase brand and culture through attentive service and the use of banking solutions and financial technology. The role leads in acquiring, managing, and retaining client relationships, drawing on financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to branch success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on JPMorganChase’s review of relevant information, including criminal conviction history, credit report, and NMLS information. A felony conviction within the past seven years disqualifies an applicant. Continued employment is contingent on meeting applicable Truth in Lending Act/Dodd Frank and SAFE Act requirements, including NMLS registration immediately after starting, annual renewal, and required updates.

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 different 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.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses; applicants without licenses must obtain them through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act requirements, including NMLS registration or updating an existing registration after starting and completing required renewals and updates.

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 client environment.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand clients, anticipate their needs, and build trust.
• Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively on banking solutions; collaborate with and connect clients to experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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