Relationship Banker - Acadiana Market - Lafayette, LA

JPMorgan Chase & Co.•Lafayette, LA
•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 experiences for clients. You take a lead role in acquiring, managing, and retaining client relationships, applying your financial knowledge to offer solutions that address clients’ financial needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. Continued employment depends on compliance with applicable Loan Originator requirements. The role also requires NMLS registration under the SAFE Act, including registration or updating registration immediately after starting, annual renewal, and timely updates. Information provided in the Chase application may be transferred to NMLS on the applicant’s behalf.

Requirements

  • At least 1 year of sales experience in retail banking, financial services, or a related industry, with proven success establishing new 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 and provide a consistent client experience.
  • Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing 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. Unlicensed applicants 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; a felony conviction within the last seven years disqualifies applicants.
  • Register with NMLS or update an existing registration immediately after starting employment, and comply with annual renewal and required updates under the SAFE Act.

Nice To Haves

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

Responsibilities

  • Put clients first by providing attentive, friendly service and creating a welcoming environment.
  • Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and recommend suitable products and services.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
  • Educate clients about and connect them with technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions and connect them with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Meet internal and external risk and compliance obligations, including completing required training.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register with or update the National Mortgage Licensing System and Registry as required, and complete annual renewal and required updates.
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