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 client experiences. You lead the acquisition, management, and retention of client relationships, applying financial knowledge to recommend thoughtful solutions that meet clients’ needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background and financial information. The role also requires NMLS registration under the SAFE Act, with registration or updates required upon active employment and continued compliance with registration, renewal, and update requirements.

Requirements

  • At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing 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 risk and compliance obligations, including required training.
  • High school degree, GED, or foreign equivalent.
  • 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.
  • Ability to work branch hours, including weekends and some evenings.
  • Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements.
  • Continued employment is contingent on successful NMLS registration immediately after the start date, timely renewals and updates, and ongoing compliance with applicable requirements.

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 recommend suitable products and services.
  • Communicate clearly and consultatively, asking questions and listening to understand clients, anticipate needs, and build trust.
  • Educate clients about and connect them to technology solutions such as the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult with clients and connect them with specialists for financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Operate within risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register with or update the National Mortgage Licensing System and Registry as required, and complete timely renewals and updates.
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