Relationship Banker - Seattle North Market - Lynnwood, WA 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 positive client experiences. You take a lead role in acquiring, managing, and retaining client relationships, drawing on financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to branch success. The role involves meeting assigned clients in person and by phone, understanding their financial needs, recommending products and services, and connecting them with technology and specialized support. You must follow banking policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information. It also requires NMLS registration under the SAFE Act, with successful registration immediately after starting and timely annual renewals and updates. Continued employment is contingent on compliance with these requirements.
Requirements
- At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven 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 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. Applicants who are not licensed 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.
- Must satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; any felony conviction within the last seven years disqualifies applicants.
- Must register with the National Mortgage Licensing System and Registry (NMLS), or update existing registration, immediately after starting; continued employment is contingent on SAFE Act compliance, annual renewal, and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first and exceed expectations by delivering attentive, friendly service and creating a welcoming environment.
- Manage assigned clients and proactively meet with them in person and over the 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.
- Collaborate with and connect clients to the team of experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
