Relationship Banker - Connecticut East Market - Orange, CT
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 to create memorable client experiences. You acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. You manage assigned clients and meet with them in person and by phone to understand their financial needs, build trust, and tailor product and service recommendations. You also help clients use digital banking tools, learn and explain products and procedures, connect clients with specialists when appropriate, and follow banking policies and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting applicable qualification and registration requirements, including completion of registration promptly after starting and annual renewal and updates thereafter. Applicants without the required securities and insurance licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided. Branch hours include weekends and some evenings.
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 effectively and promptly with attention to detail.
- Ability to operate within established risk parameters and meet 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 are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the required review of relevant background and financial information.
- Register with or update registration in the NMLS under the SAFE Act upon active employment, and comply with annual renewal and update requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Provide attentive, friendly service and create a welcoming environment for clients.
- Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor 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 consult on banking solutions and connect clients with experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Complete required training and meet internal and external risk and compliance obligations.
- Obtain and maintain required licenses and NMLS registration as applicable.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
