Relationship Banker - Knapp and Beltline - Grand Rapids MI

JPMorganChase • Grand Rapids, MI

1d • 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 memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

You proactively meet with assigned clients in person and by phone, learn about their financial needs, and connect them with appropriate products, services, technology, or specialized experts. The role requires learning banking products and procedures and following applicable policies, regulatory requirements, and risk and compliance obligations. Branch hours include weekends and some evenings.

This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment and continued employment are contingent on meeting the applicable financial responsibility, character, fitness, 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.
• 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 effectively and promptly with attention to detail.
• Ability to operate within established risk parameters and meet risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain 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 register with the NMLS under the SAFE Act. Continued employment is contingent on compliance, including registration after the start date and timely annual renewal 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 for clients.
• Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand their financial needs, and recommend appropriate products and services.
• Communicate clearly and consultatively, asking questions and listening 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 advise clients on banking solutions.
• Collaborate with and connect clients to team experts for specialized financial needs.
• Follow banking policies, procedures, and regulatory requirements, and meet internal and external risk and compliance obligations.

What This Job Offers

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