Relationship Banker-Spring Branch-Spring Branch, TX

JPMorgan Chase & Co. • Bulverde, TX

1d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture through welcoming, attentive service and the use of current banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success.

You proactively meet with assigned clients in person and by phone, learn their financial needs, and connect them with relevant products, services, technology, or specialist support. You are expected to learn banking products and procedures quickly, provide consistent client service, and comply with applicable policies, procedures, and regulatory requirements. The role requires working branch hours, including weekends and some evenings. Licensing and NMLS registration requirements apply.

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.
• 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.
• Securities Industry Essentials (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 register with NMLS under the SAFE Act. Continued employment is contingent on compliance with these 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 their financial needs, and tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate and connect clients to banking technology, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
• Collaborate with and connect clients to experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Work branch hours, including weekends and some evenings.
• Complete required licensing through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register with or update registration in NMLS upon active employment and comply with SAFE Act requirements, including annual renewal and required updates.

Benefits

• Competitive total rewards package, including base salary.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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