Relationship Banker - North San Jose Market - San Jose, CA

JPMorganChase • San Jose, CA

1d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent Chase’s brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You take a lead role in acquiring, managing, and retaining client relationships. Using financial knowledge, you identify clients’ needs and recommend thoughtful solutions that support them and contribute to the branch’s 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. Employment is contingent on applicable background and eligibility reviews and compliance with registration, training, renewal, and update requirements. Any felony conviction within the last seven years disqualifies applicants from consideration.

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 tailoring product and service features and benefits to clients with differing needs.
• Ability to resolve client issues promptly 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, applicable 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 Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with the SAFE Act, including NMLS registration or updating an existing registration upon active employment, and completing renewals and updates as required.
• Employment offer is contingent on applicable reviews of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Position is subject to Section 19 of the Federal Deposit Insurance Act and review of criminal conviction history, including pretrial diversions or program entries.

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 product and service recommendations.
• Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate clients’ needs.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively with clients and connect them with specialists for financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED