Relationship Banker - Santa Monica Market - Santa Monica, CA
About The Position
At Chase, Relationship Bankers create memorable experiences for clients and employees by providing welcoming, attentive service and building lasting relationships. In a Chase branch, the Relationship Banker represents the company’s brand and culture, using banking solutions and financial technology to help clients address their financial needs. The role takes a lead in acquiring, managing, and retaining client relationships, offering thoughtful recommendations and contributing to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on relevant reviews and compliance with these requirements, including registration shortly after the start date and timely annual renewal. The role is also subject to Section 19 of the Federal Deposit Insurance Act and related criminal-history review.
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.
- 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, applicable 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.
- Compliance with applicable Dodd Frank/Truth in Lending Act Loan Originator requirements and NMLS registration requirements under the SAFE Act, including required registration, renewals, and updates.
- Subject to review under Section 19 of the Federal Deposit Insurance Act.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Provide 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 tailored products and services.
- Communicate clearly and consultatively; ask questions, listen, anticipate client needs, and build trust.
- Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately; consult clients on banking solutions and connect them with specialists when needed.
- Follow policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
