Relationship Banker - Wheaton Main - Wheaton, IL

JPMorganChase•Wheaton, IL

4d•Onsite

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, use financial knowledge to recommend solutions for clients’ needs, and contribute to branch success. The position includes meeting assigned clients in person and by phone, educating clients about digital and self-service banking options, learning products and procedures, and connecting clients with specialists when needed. The role must follow banking policies, procedures, and regulatory requirements. Work includes branch hours, including weekends and some evenings. The position is subject to Dodd-Frank/Truth in Lending Act loan-originator qualification requirements and requires NMLS registration under the SAFE Act. Unlicensed applicants must obtain required licenses through JPMC’s licensing program within 180 days of hire.

Requirements

At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success acquiring clients, deepening relationships, and delivering results.
Ability to create memorable client experiences.
Strong 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 promptly and effectively with attention to detail.
Ability to comply with risk, compliance, and training obligations.
High school degree, GED, or foreign equivalent.
Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain these through JPMC’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Meet Dodd-Frank/Truth in Lending Act loan-originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other relevant information.
NMLS registration under the SAFE Act, including registration or updating registration after starting employment and timely completion of annual renewal and required updates.

Nice To Haves

College degree or military equivalent.
Experience following 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 by phone to build relationships, understand financial needs, and recommend tailored products and services.
Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
Educate clients about technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures to consult effectively on banking solutions.
Collaborate with and connect clients to specialists for financial needs requiring additional expertise.
Follow policies, procedures, and regulatory banking requirements.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
Register with or update registration in NMLS under the SAFE Act and complete required renewals and updates.