About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. You meet with assigned clients in person and by phone, build trust through consultative communication, and help clients use Chase’s digital and self-service banking tools. You learn banking products, services, and procedures, connect clients with specialists when needed, and comply with applicable policies, procedures, and regulatory requirements. The position 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 risk and compliance obligations.
  • 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. Applicants who are not licensed 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.
  • Compliance with Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including financial responsibility, good character, and general fitness requirements.
  • NMLS registration under the SAFE Act of 2008, with successful registration immediately after the start date and timely completion of annual renewals and required updates.

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 for clients.
  • Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
  • Communicate clearly and consultatively; ask questions and listen to understand clients’ needs and build trust.
  • Educate clients about and connect them to Chase technology, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to consult with clients about solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Resolve client issues effectively and with attention to detail.
  • Meet internal and external risk and compliance obligations, including completing required training.
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