Relationship Banker - San Bruno Branch - San Bruno, CA

JPMorganChase•San Bruno, CA

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 support clients. You lead the acquisition, management, and retention of client relationships, applying financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The role involves meeting with assigned clients in person and by phone, understanding their financial needs, and recommending relevant products and services. You educate clients about Chase digital and self-service tools and connect them with specialists when needed. You are also expected to learn banking products, services, and procedures and comply with applicable policies, procedures, and regulatory requirements. This position is subject to Dodd-Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on satisfying applicable qualification, registration, renewal, and compliance requirements. The position is also subject to Section 19 of the Federal Deposit Insurance Act. 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 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 internal and external risk and compliance obligations, including required training.
High school degree, GED, or foreign equivalent.
Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain 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.
Satisfy applicable Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and NMLS registration requirements under the SAFE Act.
Comply with Section 19 of the Federal Deposit Insurance Act.

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 client experience.
Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend tailored products and services.
Communicate clearly and consultatively; ask questions and listen to understand and anticipate client needs.
Educate and connect clients to Chase 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 a team of experts for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
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 on or update NMLS registration upon employment and complete required annual renewals and updates.