Relationship Banker - New Orleans Market - New Orleans, LA

JPMorgan Chase & Co.•New Orleans, LA
•Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent Chase’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to support clients. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. You build relationships by meeting with assigned clients in person and by phone, communicating consultatively, and connecting clients with relevant products, services, technology, and specialist support. The role requires following banking policies, procedures, and regulatory requirements. It also requires working branch hours, including weekends and some evenings, and meeting applicable securities licensing and NMLS/SAFE Act requirements.

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 and consistent service.
  • 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.
  • SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed 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 conviction history, credit report, NMLS information, and other relevant information.
  • Register on NMLS or update existing registration as necessary upon active employment, and comply with SAFE Act registration, annual renewal, and update requirements.

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 that exceeds client expectations.
  • Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
  • Communicate clearly and politely in a consultative manner; ask questions, listen, anticipate client needs, and build trust.
  • Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult clients on banking solutions.
  • Collaborate with and connect clients to the team of experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
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