Relationship Banker - Irvine Market - Irvine, CA
About The Position
As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology. You acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position is subject to requirements under Section 19 of the Federal Deposit Insurance Act and the Dodd Frank/Truth in Lending Act for Loan Originators. Employment is contingent on the relevant reviews and compliance determinations. The role also requires NMLS registration under the SAFE Act, successful registration immediately after the start date, and timely annual renewal and updates. Continued employment depends on compliance with 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 completing required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain 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 applicable Section 19 and Dodd Frank/Truth in Lending Act requirements, including the relevant criminal history and financial responsibility reviews.
- Register with or update the National Mortgage Licensing System and Registry under the SAFE Act immediately after the start date, and complete annual renewals and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first, exceed expectations, and provide attentive, friendly service in a welcoming environment.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand their financial needs, and recommend relevant products and services.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate clients about and connect them to banking technology, 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 specialists for their financial needs.
- Follow policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
