Relationship Banker - Elgin Randall Rd - Elgin, IL

JPMorganChase•Elgin, IL

4d•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 take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. 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 qualifications, background and financial responsibility reviews, and NMLS registration and ongoing compliance requirements. Any felony conviction within the last seven years disqualifies candidates from consideration. Unlicensed applicants must obtain required licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

Requirements

At least 1 year of sales experience in Retail Banking, Financial Services, or another related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
Ability to create memorable client experiences and elevate the client experience.
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 and a consistent client experience.
Ability to operate within established risk parameters and meet risk and compliance obligations, including required training.
High school degree, GED, or foreign equivalent.
Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain them 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, including applicable criminal history, credit, character, financial responsibility, and general fitness review.
NMLS registration under the SAFE Act, with registration or updates completed after starting and timely annual renewal and required 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 that puts clients first.
Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand their financial needs, and tailor product and service recommendations.
Communicate clearly, politely, and consultatively; ask questions, listen, anticipate client needs, and build trust.
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 on banking solutions.
Collaborate with and connect clients to team experts for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
Register or update registration with NMLS as required, and complete annual renewals and other required updates.