Relationship Banker - Newport Center Fashion Island - Newport Beach, CA

JPMorganChase • Newport Beach, CA

1d • 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 positive client experiences. You acquire, manage, and retain client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to the success of the branch.

The role involves proactively meeting assigned clients in person and by phone, understanding their financial needs, and recommending relevant products and services. You also help clients use Chase digital and self-service banking tools, connect them with specialists when needed, and follow applicable policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings.

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 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.
• 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. Applicants who are not licensed must obtain the 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.
• Compliance with applicable Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act, Loan Originator, and SAFE Act/NMLS requirements, including required NMLS registration and updates. Employment is contingent on the reviews and qualifications described 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 their financial needs, and tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand, anticipate, and help address client needs.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively with clients and connect them with experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Resolve client issues promptly and carefully while providing a consistent client experience.
• Meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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