Relationship Banker East Bay Valley Market- San Leandro, CA
About The Position
As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by creating welcoming, valued, and inclusive experiences for clients. You use banking solutions and financial technology alongside friendly, attentive service to acquire, manage, and retain client relationships. You apply financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role is subject to applicable banking and lending regulations, including Section 19 of the Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, and NMLS registration under the SAFE Act. Continued employment requires compliance with these 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 tailoring product and service features and benefits to clients with differing needs.
- Ability to resolve client issues effectively and promptly 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 Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain required 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 applicable Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act Loan Originator, and SAFE Act/NMLS registration requirements.
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 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 quickly and accurately to advise clients on banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
