Relationship Banker - South Burlington
About The Position
As a Relationship Banker in a Chase branch, you represent the brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMorganChase’s review of relevant information, including criminal conviction history, credit report, and information available through NMLS. A felony conviction within the last seven years disqualifies applicants from consideration. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on successful registration after the start date and compliance with renewal and update 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 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 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 the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting employment, and complete required annual renewals and updates.
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 that exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
- Communicate clearly, politely, and consultatively; ask questions, listen, anticipate client needs, and build trust.
- 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 specialists for complex financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet branch hours, including weekends and some evenings.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
