Relationship Banker - Frederick - Frederick, CO - NORTHERN CO
About The Position
As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by delivering 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, 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, learn their financial needs, recommend suitable products and services, and connect them with specialist colleagues when needed. You also help clients use digital banking tools, follow applicable policies and procedures, and meet regulatory requirements. The role requires working branch hours, including weekends and some evenings, and is subject to loan-originator qualification and NMLS registration 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 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 completing required training.
- High school degree, GED, or foreign equivalent.
- SIE exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants who are not licensed must obtain their 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.
- Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of relevant background and financial information.
- NMLS registration under the SAFE Act, or an update to an existing registration, immediately after starting employment, with required 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 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 technology solutions, 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.
- Adhere to policies, procedures, and regulatory banking requirements.
Benefits
- Competitive total rewards package, including base salary.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
