Relationship Banker - Gilroy Branch - Gilroy, CA

JPMorgan Chase & Co. • Gilroy, CA

4h • $25 - $33 • Onsite

About The Position

At Chase, Relationship Bankers create memorable experiences for clients and employees through welcoming, attentive service and lasting relationships. In a Chase Branch, the Relationship Banker represents the Chase brand and culture, combines banking solutions and financial technology with friendly service, and takes a lead role in acquiring, managing, and retaining client relationships. The role uses 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 qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and fitness. A felony conviction within the last seven years disqualifies applicants. Employment also requires NMLS registration under the SAFE Act, completed immediately after starting, with annual renewal and required updates. The position is also subject to Section 19 of the Federal Deposit Insurance Act and related review of criminal conviction history, including pretrial diversions or program entries.

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 and consistency.
• Ability to work 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 Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain the 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 Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies applicants.
• Register with the NMLS, or update an existing registration, immediately after starting employment and complete annual renewals and required updates to remain compliant with the SAFE Act.
• Meet Section 19 of the Federal Deposit Insurance Act requirements, subject to 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

• Deliver attentive, friendly service and create a welcoming environment that puts clients first and exceeds their expectations.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs, building trust.
• Educate clients about and connect them to digital banking technology, including the Chase Mobile App, Chase.com, and ATMs.
• Quickly and accurately learn products, services, and procedures to consult with clients about banking solutions; collaborate with and connect clients to specialists for their financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet internal and external risk and compliance obligations, including completing required training.
• Obtain and maintain required licenses and NMLS registration, including required renewals and updates.

What This Job Offers

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