Relationship Banker - Northern Utah

JPMorgan Chase & Co.•Layton, UT
•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, using financial knowledge to understand clients’ needs and recommend thoughtful solutions. You also connect clients with specialized experts and help them use digital banking services. The position requires compliance with banking policies, procedures, and regulatory requirements, as well as required licensing and NMLS registration.

Requirements

  • At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing 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 tailoring 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.
  • High school degree, GED, or foreign equivalent.
  • Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are required; applicants who are not licensed must obtain them 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 requirements, including the applicable suitability review.
  • NMLS registration under the SAFE Act of 2008, with successful registration immediately after the start date and timely annual renewals and required updates.

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 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 on banking solutions and connect clients with experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, including completing required training.
  • Work branch hours, including weekends and some evenings.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register or update an existing registration with NMLS under the SAFE Act after starting employment, and complete required renewals and updates.

Benefits

  • Competitive total rewards package, including base salary.
  • 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.
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