Relationship Banker - Santa Monica Market - Santa Monica, CA

JPMorganChase • Santa Monica, CA

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 support clients. You acquire, manage, and retain client relationships, use financial knowledge to recommend thoughtful solutions, and contribute to branch success. The role includes meeting with assigned clients in person and by phone, helping them understand and use banking products and digital tools, and connecting them with specialists for more complex needs. You must follow banking policies, procedures, and regulatory requirements. The position requires working branch hours, including weekends and some evenings, and is subject to licensing, NMLS registration, and financial responsibility and fitness 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.
• 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; study materials and support are provided.
• Ability to work branch hours, including weekends and some evenings.
• Meet the Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, upon active employment; maintain compliance with SAFE Act registration, annual renewal, and update requirements.
• Meet Section 19 of the Federal Deposit Insurance Act requirements, including review of criminal conviction history and pretrial diversion or program entries.

Nice To Haves

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

Responsibilities

• Provide attentive, friendly service and create a welcoming environment that exceeds client expectations.
• Manage assigned clients and meet with them in person and over the phone to build relationships, understand financial needs, and recommend appropriate products and services.
• Communicate clearly and consultatively; ask questions and listen to understand client needs and build trust.
• Educate clients about and connect them to digital banking tools, 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.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.

What This Job Offers

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