Relationship Banker - Silicon Valley Market - Cupertino, CA and Surrounding Areas
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 support clients. You will acquire, manage, and retain client relationships, use financial knowledge to recommend thoughtful solutions, and contribute to the success of the branch. The position requires compliance with banking policies, procedures, and regulatory obligations. It is subject to Section 19 of the Federal Deposit Insurance Act and to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on applicable reviews of criminal conviction history, credit information, NMLS information, and other relevant qualifications. The role also requires NMLS registration under the SAFE Act, with successful registration after starting and timely annual renewals and updates.
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 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 risk, compliance, and training obligations.
- 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 who are not licensed must obtain the 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 applicable Federal Deposit Insurance Act, Dodd Frank/Truth in Lending Act, Loan Originator, and SAFE Act requirements, including required NMLS registration and ongoing compliance.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first by providing 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 recommend suitable products and services.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
- Educate clients about and connect them to digital banking tools, 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 experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Complete required training and meet internal and external risk and compliance obligations.
- Register or update registration with NMLS as required, and complete timely annual renewals and required updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
