Relationship Banker - San Joaquin Market - Antioch, CA
About The Position
As a Relationship Banker in a Chase Branch, you represent Chase’s brand and culture by providing 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, understanding financial needs, recommending tailored products and services, and connecting clients with specialists when needed. The role contributes to branch success while adhering to banking policies, procedures, and regulatory requirements. 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 applicable background and financial-responsibility reviews and compliance with registration, renewal, and other regulatory requirements.
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 tailoring product and service features and benefits to clients with differing needs.
- Ability to resolve client issues effectively and promptly with attention to detail.
- 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. 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 qualification requirements, including applicable criminal history, credit, and NMLS reviews.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) upon active employment, and complete required renewals and updates.
- Comply with Section 19 of the Federal Deposit Insurance Act; employment offers are contingent on review of criminal conviction history, including pretrial diversions or program entries.
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 meet with them in person and by phone to build lasting 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 to digital banking technology, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to advise clients on banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Operate within established risk tolerances, meet risk and compliance obligations, and complete required training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
