Relationship Banker - Fox River Mall Branch - Appleton, WI
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 memorable experiences. You lead efforts to acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to branch success. The role includes meeting clients in person and over the phone, understanding their financial needs, recommending relevant products and services, and connecting clients with digital banking tools and specialized experts. You must learn and follow banking products, procedures, policies, 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, with continued employment contingent on compliance.
Requirements
- At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven 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 are minimum requirements. 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 Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; employment is contingent on JPMC’s review of relevant background and financial information.
- Register on NMLS under the SAFE Act immediately after starting, or update an existing registration as necessary; continued employment requires compliance with registration, annual renewal, and update 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 that exceeds clients’ expectations.
- Manage assigned clients and proactively meet with them in person and over the phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
- 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 clients about banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Meet risk and compliance obligations, including completing required training.
- Register on NMLS or update an existing registration as required, and complete annual renewals and required updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
