Relationship Banker - Glendale Ave - Glendale, CA

JPMorganChase • Glendale, AZ

2d • 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 positive client experiences. You acquire, manage, and retain client relationships, using your financial knowledge to recommend solutions that address clients’ needs and contribute to branch success.

The role involves meeting clients in person and by phone, understanding their financial needs, and recommending products and services. You also educate clients about digital banking tools, learn banking products and procedures, connect clients with specialists when appropriate, and comply with banking policies, procedures, and regulatory requirements.

This position requires working branch hours, including weekends and some evenings. It is subject to Dodd Frank/Truth in Lending Act loan-originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on compliance with those requirements, as well as applicable requirements under Section 19 of the Federal Deposit Insurance Act. Applicants must obtain required securities and insurance licenses through JPMC’s licensing program within 180 days of hire if they are not already licensed.

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 and consistent service.
• 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 these through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act loan-originator qualification requirements and register with or update NMLS under the SAFE Act.
• Continued employment is contingent on compliance with applicable Truth in Lending Act/Dodd Frank, SAFE Act, and Federal Deposit Insurance Act Section 19 requirements.

Nice To Haves

• College degree or military equivalent.
• Experience following 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 clients’ needs and build trust.
• Educate clients about 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 specialists for more complex financial needs.
• Follow banking policies, procedures, and regulatory requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register with or update the National Mortgage Licensing System and Registry as required, and complete annual renewals and updates.

What This Job Offers

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