Relationship Banker - Willowbrook Branch - Willowbrook IL

JPMorganChase • Willowbrook, CA

6d • Onsite

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 create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships. You use your financial knowledge to understand clients’ needs, recommend thoughtful solutions, and contribute to branch success.

The role includes meeting with assigned clients in person and by phone, helping them use Chase digital and self-service banking tools, and connecting them with specialists when needed. You are expected to learn banking products, services, and procedures and comply with applicable policies, procedures, and regulatory requirements.

This position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment is contingent on meeting the applicable requirements, including successful registration, annual renewal, and required updates.

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 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 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. 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 applicable review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with NMLS or update an existing registration as required upon employment; continued employment is contingent on SAFE Act compliance, including successful registration after the start date, timely annual renewal, and required updates.
• Any felony conviction within the last seven years disqualifies applicants from consideration, as stated in the posting.

Nice To Haves

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Provide 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 technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively with clients about banking solutions.
• Collaborate with and connect clients to team experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet branch hours, including weekends and some evenings.
• Complete required training and meet applicable risk, compliance, licensing, and NMLS registration obligations.

What This Job Offers

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