Relationship Banker - Greater Kansas Market - Olathe KS

JPMorgan Chase & Co. • Olathe, KS

1d

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, use financial knowledge to recommend thoughtful solutions, and contribute to branch success.

You proactively meet assigned clients in person and by phone to understand their financial needs, build lasting relationships, and recommend suitable products and services. You educate clients about digital banking tools and connect them with specialists for more complex financial needs. The role requires learning products and procedures, following banking policies and regulations, and working branch hours that include weekends and some evenings.

The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires registration under the SAFE Act through the National Mortgage Licensing System and Registry (NMLS). Continued employment depends on meeting these requirements, including successful registration after starting and completing required renewals and updates.

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 operate within established risk parameters and meet risk and compliance obligations, including 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 are minimum requirements. Unlicensed applicants must obtain required licenses through JPMC's licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act/NMLS registration requirements.

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 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 technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures, consult with clients about 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 or maintain required securities, state, and life licenses through the employer's licensing program where applicable.
• Register with or update registration in NMLS and complete required annual renewals and updates.

What This Job Offers

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