Relationship Banker - Bedford Harwood Branch - Bedford, TX.

JPMorgan Chase & Co. • Bedford, TX

1d

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 support clients. You lead efforts to acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The position requires compliance with banking policies, procedures, and regulatory requirements. It also requires applicable securities and insurance licenses, plus NMLS registration under the SAFE Act. Employment is contingent on meeting the stated Dodd-Frank/Truth in Lending Act and SAFE Act requirements.

Requirements

• At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new client relationships, deepening relationships, and delivering results.
• Ability to create memorable client experiences.
• 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, applicable state registration (including Series 63 if required), and life insurance 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 Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies applicants.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and complete timely annual renewals and required updates.

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 by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to digital and self-service banking options, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively on banking solutions and connect clients with specialists for complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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