About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable experiences. You acquire, manage, and retain client relationships, applying your financial knowledge to recommend 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 and requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment depends on meeting applicable requirements, including successful registration after starting, annual renewal, and timely updates. An offer is contingent on JPMC’s review of relevant background and financial information. A felony conviction within the last seven years disqualifies applicants from consideration.

Requirements

  • At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success acquiring clients, deepening relationships, and delivering results.
  • Ability to create memorable client experiences.
  • Strong in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients’ differing needs.
  • Ability to resolve client issues promptly and effectively with attention to detail.
  • Ability to comply with risk, regulatory, and compliance requirements and complete required training.
  • High school degree, GED, or foreign equivalent.
  • Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants 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 Loan Originator qualification requirements, including the required review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Register with NMLS or update an existing registration as necessary upon active employment, and comply with SAFE Act registration, renewal, and update requirements.

Nice To Haves

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

Responsibilities

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • Manage assigned clients and meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
  • Communicate clearly and consultatively, asking questions and listening to understand clients’ 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 to consult effectively 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.
  • Meet branch-hour requirements, including weekends and some evenings.
  • Register with or update NMLS registration as required and complete subsequent annual renewal and updates.
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