Relationship Banker - US 380 and Beauchamp- English and Spanish Required - Princeton, Tx

JPMorganChase • Princeton, TX

11d • 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 create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, drawing on your financial knowledge to offer solutions that address clients’ needs and contribute to branch success.

You proactively meet with assigned clients in person and by phone, learn about their financial needs, and recommend suitable products and services. You also help clients use Chase’s digital banking tools, learn banking products and procedures, connect clients with specialists when needed, and comply with applicable policies, procedures, and regulatory requirements. English and Spanish are required. The role requires working branch hours, including weekends and some evenings.

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.
• 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.
• SIE exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants without licenses must obtain them 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.
• English and Spanish proficiency.
• Meet the Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and comply with required renewals and updates.

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 for clients.
• 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 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 with clients about banking solutions.
• Collaborate with and connect clients to the team of experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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