Relationship Banker - Elgin Randall Rd - Elgin, IL
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 help clients. You acquire, manage, and retain client relationships, draw on financial knowledge to recommend solutions for clients’ needs, and contribute to the success of the branch. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant information, including criminal conviction history, credit report, and NMLS information. A felony conviction within the last seven years disqualifies applicants. Continued employment depends on meeting applicable Loan Originator requirements and SAFE Act requirements, including NMLS registration immediately after starting and timely annual renewals and updates.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with 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 required training.
- 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 minimum requirements. 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.
- Comply with SAFE Act requirements, including NMLS registration immediately after starting and timely annual renewal and updates.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first and provide attentive, friendly service in a welcoming environment.
- Manage assigned clients and proactively meet with them in person and by phone to understand their financial needs, build relationships, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen 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 with clients about banking solutions and connect them with experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Complete required training and comply with internal and external risk and compliance obligations.
- Work branch hours, including weekends and some evenings.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS), and complete annual renewals and required updates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
