Relationship Banker - Huntsville Market - Huntsville AL

JPMorganChase • Huntsville, AL

2d • 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 take a lead role in acquiring, managing, and retaining client relationships. Using your financial knowledge, you identify client needs and offer thoughtful product and service recommendations that support those needs and contribute to branch success.

The role requires meeting with assigned clients in person and by phone, helping them use digital banking and ATM services, and collaborating with specialists when clients have more complex financial needs. Bankers are expected to learn products, services, and procedures promptly and accurately, and to follow applicable policies, procedures, and regulatory requirements.

This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment and continued employment depend on meeting the stated financial responsibility, fitness, registration, renewal, and compliance 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 different needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet risk and compliance obligations, including completion of 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; 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; the employment offer is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. Any felony conviction within the last seven years disqualifies applicants.
• Register with the NMLS or update an existing registration as necessary upon active employment, and complete annual renewals and required updates in a timely manner to comply with the SAFE Act.

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 recommend relevant products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to consult with clients effectively.
• Collaborate with and connect clients to specialists for financial needs requiring specialized support.
• Follow banking policies, procedures, and regulatory requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• Obtain and maintain required securities, insurance, state, and NMLS registrations and licenses.

What This Job Offers

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