Relationship Banker - Far Hills - Oakwood, OH
About The Position
As a Relationship Banker in a Chase branch, you represent the brand and culture by providing 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 to offer thoughtful solutions that address clients’ needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates. Continued employment depends on compliance with applicable Loan Originator requirements. The role also requires NMLS registration under the SAFE Act of 2008. Upon active employment, the employee must register or update their existing registration, complete required annual renewals and updates, and comply with the SAFE Act. Information from the application may be transferred to NMLS on the applicant’s behalf.
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 completing required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essential (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.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including applicable employment screening and ongoing compliance.
- Register with or update registration in the NMLS under the SAFE Act immediately after starting employment, and complete annual renewals and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first by delivering attentive, friendly service and creating a welcoming environment.
- Manage assigned clients and proactively meet with them in person and by 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 client needs.
- 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 and connect them with experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
