Relationship Banker - Newport Center Fashion Island - Newport Beach, CA
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 acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. You proactively meet with assigned clients in person and by phone, understand their financial needs, and connect them with suitable products, services, technology, and specialists. You are expected to learn banking products and procedures, follow regulatory requirements, and work branch hours that include weekends and some evenings. Employment is contingent on applicable background and qualification reviews, including requirements under the Federal Deposit Insurance Act and the Dodd Frank/Truth in Lending Act. The role also requires NMLS registration under the SAFE Act, with registration or updates required after starting and annual renewals thereafter.
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 required training.
- High school degree, GED, or foreign equivalent.
- SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed hires 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 applicable Federal Deposit Insurance Act and Dodd Frank/Truth in Lending Act qualification requirements, including criminal-history review and, where applicable, credit and NMLS review.
- Must register with or update registration in NMLS after starting employment and comply with SAFE Act requirements, including timely annual renewal and updates.
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 exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend relevant products and services.
- Communicate clearly and consultatively; ask questions, listen, anticipate client needs, and build trust.
- Educate clients and connect them with digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to advise clients and connect them with specialists for more complex financial needs.
- Follow policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
