Relationship Banker - Mountain View Branch -Mountain View, 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 to create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, drawing on financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to branch success. The position is subject to Section 19 of the Federal Deposit Insurance Act and to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on the applicable reviews of criminal conviction history and, where relevant, credit reports, NMLS information, and other information regarding financial responsibility, character, and fitness. A felony conviction within the last seven years disqualifies applicants. The role requires NMLS registration under the SAFE Act, with registration or an update required upon active employment and compliance with annual renewal and other required updates.
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 and consistent service.
- 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, state registration (including Series 63 if required), and Life licenses; 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.
- Compliance with applicable Federal Deposit Insurance Act, Dodd Frank/Truth in Lending Act, Loan Originator, and SAFE Act requirements, including NMLS registration.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first and exceed expectations by delivering attentive, friendly service and creating a welcoming environment.
- 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, listen, anticipate client needs, and build trust.
- 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 with clients about banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 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 or update NMLS registration upon active employment and complete required renewals and updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
