Relationship Banker - Cerritos Branch - Cerritos, CA
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 support clients. You take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The position involves managing assigned clients and meeting with them in person and by phone, understanding their financial needs, recommending suitable products and services, and helping them use digital banking tools. You also learn banking products, services, and procedures, connect clients with specialists when needed, and follow applicable policies, procedures, and regulatory requirements. This position is subject to the Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act qualification requirements. It also requires NMLS registration under the SAFE Act, with continued employment contingent on compliance with applicable registration, renewal, and update requirements.
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 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 licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act qualification requirements.
- Comply with SAFE Act NMLS registration requirements, including registration or updating registration after starting 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 by phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly and politely using a consultative approach; ask questions, listen, anticipate client needs, and build trust.
- 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 and connect them with specialists for more complex financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Complete required risk and compliance training and meet internal and external risk and compliance obligations.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update registration in the NMLS under the SAFE Act immediately after the start date, and complete required annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
