Relationship Banker - Greater Baltimore Market - Baltimore, Maryland

JPMorganChase • Baltimore, MD

1d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by delivering welcoming, attentive service and helping clients feel valued and understood. You build lasting client relationships by understanding financial needs and offering appropriate banking solutions, while contributing to the success of the branch.

The role includes acquiring, managing, and retaining client relationships; educating clients about digital banking options; and collaborating with other team members to support specialized financial needs. You must follow applicable policies, procedures, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on meeting these requirements.

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 phone 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 meet 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. Applicants who are not licensed must obtain licenses through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Must satisfy applicable 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

• Deliver attentive, friendly service and create a welcoming environment for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand their financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
• Educate clients about digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively with clients.
• Collaborate with and connect clients to team members who can help with specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet risk and compliance obligations, including required training.

What This Job Offers

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