Relationship Banker- Cranston, RI
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 positive client experiences. You acquire, manage, and retain client relationships, use financial knowledge to recommend thoughtful solutions, and help clients address their financial needs. The role involves meeting with assigned clients in person and by phone, understanding their needs, recommending suitable products and services, and connecting them with technology or specialized support. You must learn banking products and procedures and comply with company policies, regulatory requirements, risk controls, and licensing requirements. The role requires working branch hours, including weekends and some evenings. The position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable qualification, registration, renewal, and compliance requirements.
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 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 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. 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.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated review of criminal conviction history, credit report, NMLS information, and other relevant information.
- Register with or update registration in the NMLS under the SAFE Act after starting employment, and complete annual renewal and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver friendly, attentive service and create a welcoming environment that exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend products and services.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures to consult effectively on banking solutions and connect clients with appropriate specialists.
- Follow company policies, procedures, regulatory banking requirements, and applicable risk and compliance obligations.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
