Relationship Banker - North Richardson - Richardson, Tx.
About The Position
As a Relationship Banker in a Chase branch, you represent the brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You acquire, manage, and retain client relationships, drawing on financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to branch success. The role requires working branch hours, including weekends and some evenings. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on meeting applicable screening, registration, renewal, and compliance requirements.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing 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 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 meet risk and compliance obligations and complete 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 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. Employment offer is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies applicants.
- Comply with SAFE Act requirements, including successful NMLS registration immediately after the start date and timely annual renewal and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience following banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment for clients.
- 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 and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate clients about and connect them to digital banking and ATM solutions, including the Chase Mobile App and Chase.com.
- Learn banking products, services, and procedures to consult effectively with clients and connect them with specialists for more complex financial needs.
- Follow banking policies, procedures, and regulatory requirements.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- Work branch hours, including weekends and some evenings.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update registration in NMLS upon active employment, and complete required annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
