Relationship Banker - Scottsdale Market - Scottsdale, AZ

JPMorgan Chase & Co.•Scottsdale, AZ
•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the brand and its culture by delivering welcoming, attentive service and using banking solutions and financial technology to support clients. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. You manage assigned clients, meet with them in person and by phone, build trust through consultative communication, and help clients use Chase’s digital and self-service banking tools. You learn and explain products, services, and procedures, connect clients with specialists when needed, and comply with banking policies, procedures, and regulatory requirements. The role requires working branch hours, including weekends and some evenings. Required securities and insurance licenses must be held or obtained through JPMC’s licensing program within 180 days of hire. The position is subject to Loan Originator qualification requirements and requires NMLS registration under the SAFE Act.

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 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, including completing 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; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
  • Ability to work branch hours, including weekends and some evenings.
  • Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with applicable criminal-history, credit, NMLS, and other fitness reviews.
  • Must register on or update registration with NMLS under the SAFE Act after starting employment and comply with 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 that exceeds client expectations.
  • Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and recommend appropriate products and services.
  • Communicate clearly and politely using a consultative approach; ask questions, listen, anticipate needs, and build trust.
  • 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.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.

Benefits

  • Competitive total rewards package, including base salary; eligible roles may receive commission-based pay and/or discretionary incentive compensation.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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