Relationship Banker - Santa Clarita Market - Lancaster, CA

JPMorgan Chase & Co. • Lancaster, CA

2d • $23 - $30 • Onsite

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 positive client experiences. You acquire, manage, and retain client relationships, use financial knowledge to understand clients’ needs, and recommend thoughtful solutions that contribute to branch success. The position also requires compliance with banking policies and regulations, licensing requirements, and applicable loan-originator and SAFE Act registration rules.

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’ needs.
• Ability to resolve client issues quickly and effectively, with attention to detail.
• Ability to work within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• High school diploma, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants who are not licensed 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.
• Meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with SAFE Act/NMLS registration requirements, including registration immediately after starting and timely annual renewals and updates.
• Meet Section 19 of the Federal Deposit Insurance Act 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 that puts clients first.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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