Relationship Banker - Westbrook

JPMorgan Chase & Co. • Westbrook, ME

1d • $23 - $30 • Onsite

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 help clients. You take a lead role in acquiring, managing, and retaining client relationships. Using financial knowledge, you offer thoughtful solutions that address clients’ needs and contribute to the success of the branch.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background information and demonstrating financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies applicants. The position also requires NMLS registration under the SAFE Act, successful registration immediately after the start date, 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 demonstrated success acquiring clients, 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 risk and compliance 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. Unlicensed applicants must obtain required 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.
• Compliance with applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC’s background review.
• NMLS registration under the SAFE Act, with successful registration immediately after the start date and timely completion of 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 by delivering friendly, attentive 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 and consultatively, asking questions and listening 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 and connect them with experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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