Relationship Banker - North San Jose Market - San Jose, CA
About The Position
As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to meet clients’ needs. You will acquire, manage, and retain client relationships, use financial knowledge to recommend thoughtful solutions, and contribute to branch success. The role includes meeting with assigned clients in person and by phone, educating clients about digital banking tools, and connecting them with experts for specialized financial needs. The position requires adherence to banking policies, procedures, and regulatory requirements. It also requires compliance with Loan Originator qualification requirements under the Dodd Frank/Truth in Lending Act and registration under the SAFE Act through NMLS. Continued employment is contingent on meeting these requirements.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with success establishing clients, deepening relationships, and delivering results.
- Ability to create memorable client experiences.
- Excellent in-person and telephone communication skills, including tailoring 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 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. Unlicensed applicants must obtain required licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of relevant background and financial information.
- NMLS registration under the SAFE Act, or updating an existing registration, immediately after the start date and completing annual renewal and required updates.
- Compliance with Section 19 of the Federal Deposit Insurance Act; employment offers are contingent on review of criminal conviction history.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver 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 their financial needs, and recommend suitable products and services.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate and connect clients to banking technology, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult with clients and connect them with team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet branch hours, including weekends and some evenings.
- Complete required licensing and NMLS registration, renewal, and update obligations.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
