Relationship Banker - Culver City Market - Culver City, CA
About The Position
At Chase, Relationship Bankers create welcoming, valued, and inclusive experiences for clients and employees. In a Chase branch, the Relationship Banker represents the brand and culture through attentive hospitality, banking solutions, and financial technology. The role leads efforts to acquire, manage, and retain meaningful client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment depends on meeting applicable registration, renewal, and update requirements. The role is also subject to Section 19 of the Federal Deposit Insurance Act and associated review of criminal conviction history.
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 work within established risk parameters and meet risk and compliance obligations, including required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain licenses through JPMC’s 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, including JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information.
- NMLS registration under the SAFE Act, with successful registration immediately after the start date and timely completion of annual renewal and required updates.
- Subject to Section 19 of the Federal Deposit Insurance Act, including review of criminal conviction history.
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 meet with them in person and by phone to build lasting relationships, understand their financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen 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 consult on banking solutions and connect clients with experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update the National Mortgage Licensing System and Registry as required, and complete timely annual renewals and updates.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
