Relationship Banker - McCaslin - CO METRO NORTHWEST

JPMorganChase • Louisville, KY

7d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients. You acquire, manage, and retain client relationships, understand financial needs, and offer suitable product and service recommendations. You also connect clients with technology and specialist resources, while following banking policies and regulatory requirements.

The position is subject to Dodd-Frank/Truth in Lending Act requirements for Loan Originators and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Employment is contingent on meeting applicable qualification, registration, and compliance 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.
• Strong in-person and telephone communication skills, including the ability to tailor product and service features and benefits to different client needs.
• Ability to resolve client issues effectively and promptly with attention to detail.
• Ability to work within established risk parameters and meet internal and external risk and compliance obligations.
• 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 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 Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements. Continued employment is contingent on compliance, including successful registration immediately after starting and timely annual renewal and updates.
• An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.

Nice To Haves

• College degree or military equivalent.
• Experience following banking policies, procedures, and regulatory requirements.

Responsibilities

• Deliver attentive, friendly service and create a welcoming client experience.
• Manage assigned clients and 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 banking products, services, and procedures and consult with clients about appropriate banking solutions.
• Collaborate with and connect clients to specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet risk and compliance obligations, including completing required training.
• Obtain and maintain required licenses and NMLS registration, including applicable renewals and updates.

What This Job Offers

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