Relationship Banker - Rita Ranch - Tucson, AZ

JPMorgan Chase & Co. • Tucson, AZ

3d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture through welcoming, attentive service and use of banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role includes meeting assigned clients in person and by phone, educating them about digital banking tools, and connecting them with specialists for more complex financial needs. You must follow applicable policies, procedures, and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on meeting these requirements.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or another related industry, with proven success establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences and elevate the client experience.
• 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 completing required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants without licenses must obtain them 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.
• Successful NMLS registration or update under the SAFE Act immediately after the start date, with continued compliance including annual renewal and required updates.
• Meet JPMC’s Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; the employment offer is contingent on JPMC’s review of relevant background and financial information.

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 that exceeds client expectations.
• 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 in a consultative manner, asking questions and listening to understand and anticipate client needs.
• Educate clients about 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 team experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements, including risk, compliance, and required training obligations.
• Meet branch hours, including weekends and some evenings.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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