Relationship Banker - Simi Valley Market - Thousand Oaks, CA and Surrounding Areas
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, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role requires working branch hours, including weekends and some evenings. It is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is also subject to Section 19 of the Federal Deposit Insurance Act. Continued employment depends on compliance with applicable licensing, registration, and regulatory requirements.
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.
- 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 without licenses must obtain them 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, including financial responsibility, good character, and general fitness requirements.
- Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, immediately after starting employment and comply with applicable annual renewals and updates.
- Meet Section 19 of the Federal Deposit Insurance Act 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 that exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand their financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
- Educate clients about and connect them to digital banking and technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Quickly and accurately learn products, services, and procedures 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.
- Complete required training and comply with risk and compliance obligations.
- Register on NMLS or update an existing registration as required, and complete annual renewals and required updates.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
