Relationship Banker – Fashion Park – Bilingual in English and Mandarin Required – Arcadia, 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 financial knowledge and banking technology to help clients address their needs. You take a lead role in acquiring, managing, and retaining client relationships, offering thoughtful product and service recommendations, and contributing to the success of the branch. The position requires bilingual communication in English and Mandarin. It is subject to banking, risk, and compliance obligations, as well as Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on satisfying the applicable 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 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.
- 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.
- Bilingual in English and Mandarin.
- 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
- Provide friendly, attentive service and create a welcoming environment that puts clients first.
- Manage assigned clients and proactively meet with them in person and over the phone to build 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 options, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with experts for specialized financial needs.
- Follow banking policies, procedures, and regulatory requirements.
- Meet internal and external risk and compliance obligations, including completing required training.
- Register or update registration in NMLS as required and complete annual renewal and required updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
