Relationship Banker- Cranston, RI

JPMorganChase • Cranston, RI

2d

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 support clients. You acquire, manage, and retain client relationships, learn about financial needs, and recommend thoughtful products and services that help clients achieve their goals and contribute to branch success. The role also requires compliance with banking policies, procedures, and regulatory obligations. Employment is subject to applicable loan-originator qualification and NMLS registration 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.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with different needs.
• Ability to resolve client issues effectively and with attention to detail.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the 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 JPMC review of relevant background information.
• NMLS registration under the SAFE Act, or updating an existing registration, upon active employment; continued employment depends on successful registration after the start date and timely annual renewals and updates.

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 that puts clients first.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand their financial needs, and recommend relevant products and services.
• Communicate clearly and consultatively, asking questions and listening to understand client needs and build trust.
• Educate clients about and connect them to digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively with clients and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Resolve client issues promptly and carefully while providing a consistent client experience.
• Meet risk and compliance obligations, including completing required training.

What This Job Offers

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