Relationship Banker - Pico Beverly - Los Angeles, CA

JPMorganChase • Los Angeles, CA

16h • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients. You will acquire, manage, and retain client relationships, use your financial knowledge to recommend solutions, and contribute to the branch’s success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on registration, renewals, and other compliance obligations. It is subject to Section 19 of the Federal Deposit Insurance Act, including a review of criminal conviction history.

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 quickly and effectively with attention to detail.
• Ability to work branch hours, including weekends and some evenings.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essential (SIE) exam, FINRA Series 6, 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.
• Compliance with Dodd Frank/Truth in Lending Act Loan Originator requirements and SAFE Act NMLS registration requirements, including required registration, annual renewal, and updates.
• Subject to Section 19 of the Federal Deposit Insurance Act.

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 quickly and accurately to consult on banking solutions.
• Collaborate with and connect clients to specialists for their financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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