Relationship Banker - Stone Valley and Danville Blvd - Alamo Ca

JPMorganChase • Alamo, TX

19d • Onsite

About The Position

At Chase, the Relationship Banker represents the company’s brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. The role takes a lead in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The banker meets with assigned clients in person and by phone, builds trust through consultative communication, and helps clients use digital and ATM banking tools. The role also requires learning banking products, services, and procedures, collaborating with specialists on clients’ financial needs, and complying with applicable policies, procedures, and regulatory requirements.

This position is subject to the Federal Deposit Insurance Act Section 19, Dodd-Frank/Truth in Lending Act Loan Originator requirements, and SAFE Act NMLS registration requirements. Employment is contingent on the specified reviews and compliance with applicable registration and licensing obligations. Applicants who do not already hold the required licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

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 phone 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.
• Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements.
• Applicants without the required licenses must obtain them through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Compliance with applicable FDIA Section 19, Dodd-Frank/Truth in Lending Act Loan Originator, and SAFE Act requirements, including required NMLS registration and ongoing 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 recommend suitable products and services.
• Communicate clearly and politely, ask questions, listen to understand, 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.
• Collaborate with and connect clients to specialists for financial needs requiring specialized support.
• Follow policies, procedures, and regulatory banking requirements.
• Work branch hours, including weekends and some evenings.

What This Job Offers

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