Relationship Banker- Santa Cruz Branch - Santa Cruz, CA
About The Position
As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to support clients. You will 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. The role includes meeting with assigned clients in person and by phone, understanding their financial needs, recommending products and services, and connecting them with digital banking tools and specialized experts. You must follow applicable policies, procedures, and regulatory requirements. The position requires working branch hours, including weekends and some evenings, and is subject to licensing, NMLS registration, and regulatory qualification 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 tailoring 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 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 required licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable 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.
- Comply with SAFE Act requirements, including NMLS registration immediately after the start date and timely annual renewals and updates.
- Meet Section 19 of the Federal Deposit Insurance Act requirements; employment offer is contingent on review of criminal conviction history, including pretrial diversions 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 proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor 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 products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Complete required training and meet internal and external risk and compliance obligations.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update registration in NMLS after starting employment, and complete annual renewals and required updates.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
