Relationship Banker - Matt Town Center (New Build) - Cumming, GA

JPMorgan Chase & Co. • Cumming, GA

13d • 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 client experiences. You take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on JPMorganChase’s review of relevant background and financial information. Continued employment requires compliance with applicable requirements and registration with the National Mortgage Licensing System and Registry under the SAFE Act, including 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 demonstrated 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.
• 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, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants who are not licensed must obtain the 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 requirements; a felony conviction within the last seven years disqualifies applicants from consideration.
• Register with or update NMLS registration upon active employment, immediately after the start date, and comply with annual renewal and update requirements under the SAFE Act.

Nice To Haves

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

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment that puts clients first.
• 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 and connect them with digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to advise clients on banking solutions and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet internal and external risk and compliance obligations, including completing required training.
• Work branch hours, including weekends and some evenings.
• Register with or update registration in the NMLS under the SAFE Act after starting employment, and complete required annual renewals and updates.

What This Job Offers

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