Relationship Banker - Glendale Ave - Glendale, CA
About The Position
As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to support clients. You acquire, manage, and retain client relationships, apply financial knowledge to recommend solutions for clients’ needs, and contribute to branch success. The role requires compliance with banking policies, procedures, and regulatory obligations. Employment is contingent on applicable background and financial-responsibility reviews and compliance with loan-originator and SAFE Act requirements, including required NMLS registration. Applicants who do not already hold the required securities and insurance 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 acquiring clients, deepening relationships, and delivering results.
- Ability to create memorable client experiences.
- Strong in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients’ differing needs.
- Ability to resolve client issues promptly and effectively with attention to detail.
- Ability to work within established risk parameters and meet internal and external risk and compliance obligations, including required training.
- High school diploma, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and life insurance licenses. Unlicensed applicants must obtain the licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Compliance with Dodd-Frank/Truth in Lending Act loan-originator qualification requirements, including applicable financial responsibility and background review.
- NMLS registration under the SAFE Act of 2008, either by registering or updating an existing registration upon active employment; continued employment requires timely renewals and updates.
- The position is subject to Section 19 of the Federal Deposit Insurance Act and a review of criminal conviction history.
Nice To Haves
- College degree or military equivalent.
- Experience complying with banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment for clients.
- Manage assigned clients and meet with them in person and over the phone to build relationships, understand financial needs, and recommend relevant products and services.
- Communicate politely and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate clients about digital and self-service banking options, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures to consult effectively with clients and connect them with specialists for more complex financial needs.
- Follow banking policies, procedures, and regulatory requirements.
- Complete required licensing and NMLS registration obligations and maintain compliance with applicable requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
