Relationship Banker - Fair Oaks and California - Pasadena, CA

JPMorgan Chase & Co.•Pasadena, CA
•$23 - $30•Onsite

About The Position

As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to support clients. You will acquire, manage, and retain client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to the branch’s success. The position requires compliance with banking policies, procedures, and regulatory requirements, as well as applicable licensing and registration 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.
  • Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing 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. Applicants who are not licensed must obtain the 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.
  • Must satisfy applicable Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements.
  • Employment offer is contingent on JPMorganChase review of relevant criminal conviction history, credit report, NMLS information, and other information related to financial responsibility, character, and fitness. A felony conviction within the last seven years disqualifies applicants.
  • Continued employment is contingent on compliance with Truth in Lending Act/Dodd-Frank Loan Originator requirements, SAFE Act registration and renewal requirements, and applicable Section 19 of the Federal Deposit Insurance Act.

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 environment for clients.
  • 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 consultatively; ask questions and listen to understand and anticipate client needs.
  • 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 with clients about banking solutions and connect them with specialists for more complex financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Work branch hours, including weekends and some evenings.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register or update registration with the National Mortgage Licensing System and Registry (NMLS) after starting employment and complete required annual renewals and updates.
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