Relationship Banker - San Diego Bay Market - Chula Vista, CA

JPMorganChase • Chula Vista, CA

9d

About The Position

As a Relationship Banker in a Chase branch, you represent the brand and its 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 your financial knowledge, you offer thoughtful solutions that address clients’ needs and contribute to the branch’s success.

You build lasting relationships by meeting with assigned clients in person and by phone, understanding their financial needs, and recommending relevant products and services. You also help clients use digital banking tools, learn banking products and procedures, and connect clients with specialists when their needs require it. The role requires compliance with banking policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven 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.
• 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 Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed 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 applicable Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act, and SAFE Act requirements, including NMLS registration and ongoing compliance.

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 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 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 banking products, services, and procedures to consult effectively with clients and connect them with experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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