About The Position

At Chase, the Relationship Banker represents the brand and culture by providing welcoming, attentive service and building lasting client relationships. The role uses banking solutions and financial technology to help clients address their financial needs and contribute to branch success. The Relationship Banker takes a lead role in acquiring, managing, and retaining client relationships. They meet with assigned clients in person and by phone, understand their needs, recommend appropriate products and services, and connect clients with technology or specialist support. The position requires compliance with banking policies, procedures, regulatory requirements, and risk obligations. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting these requirements, including successful registration after the start date and timely completion of renewals and required updates. Applicants must also meet the stated securities and insurance licensing requirements, or obtain the required licenses through JPMC’s licensing program within 180 days of hire.

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 and consistency.
  • Ability to operate within established risk parameters and meet risk and compliance obligations, including completing required training.
  • 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; unlicensed applicants must obtain the licenses through JPMC’s licensing program within 180 days of hire, with study materials and support provided.
  • Ability to work branch hours, including weekends and some evenings.
  • Must satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements. A felony conviction within the last seven years disqualifies an applicant from consideration.
  • Must register with NMLS or update an existing registration after starting employment, and comply with SAFE Act requirements, including annual renewal and required updates.

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 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 and anticipate client needs.
  • Educate clients about and connect them to digital and self-service solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with specialists for more complex financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • Register with or update the National Mortgage Licensing System and Registry as required under the SAFE Act, and complete required annual renewals and updates.
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