Relationship Banker - Hilltop - Saint Joseph, MI

JPMorgan Chase & Co. • Saint Joseph, MI

9d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the brand and culture by creating welcoming, valued, and memorable experiences for clients. You use banking solutions and financial technology alongside friendly, attentive service to acquire, manage, and retain client relationships. You draw on your financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The role includes meeting clients in person and by phone, understanding their financial needs, recommending products and services, and helping them use Chase’s digital and ATM banking options. You learn banking products, services, and procedures and connect clients with specialist teams when appropriate. You must follow banking policies, procedures, and regulatory requirements and meet licensing and NMLS registration obligations applicable to the position.

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 differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including 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 required 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.
• Compliance with applicable loan-originator qualification requirements, including the required background and financial-responsibility review.
• NMLS registration, or update of an existing registration, under the SAFE Act; continued employment depends on compliance, including registration immediately after the start date and timely annual renewal and updates.

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 proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate clients’ needs.
• Educate clients about technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures and consult with clients about solutions; collaborate with and connect them to specialists for complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet applicable Dodd Frank/Truth in Lending Act, SAFE Act, and NMLS registration requirements.

What This Job Offers

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