Relationship Banker - Connecticut East Market - Orange, CT

JPMorganChase • Orange, CT

6d

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 acquire, manage, and retain client relationships, apply financial knowledge to recommend solutions that address clients’ needs, and contribute to branch success.

The 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 satisfying the applicable screening, registration, renewal, and compliance 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 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 completing 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 are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Meet 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 or update registration in the National Mortgage Licensing System and Registry (NMLS) after starting employment, and comply with SAFE Act registration, annual renewal, and update requirements.

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 meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly and politely, ask questions, listen, anticipate needs, and build client trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures and consult with clients about solutions; collaborate with and connect clients to specialists for more specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Work branch hours, including weekends and some evenings.

What This Job Offers

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