Relationship Banker - San Marino - San Marino, CA
About The Position
As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ financial needs and contribute to branch success. The role includes managing assigned clients, meeting with them in person and by phone, and connecting them with digital banking tools and specialized financial experts. You must learn and accurately explain products, services, and procedures while complying with banking policies, regulatory requirements, and risk obligations. The position requires working branch hours, including weekends and some evenings. The position is subject to loan-originator qualification requirements under the Dodd Frank/Truth in Lending Act and requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable legal and registration requirements. It is also subject to Section 19 of the Federal Deposit Insurance Act and a review of criminal conviction history.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated 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 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; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet Dodd Frank/Truth in Lending Act loan-originator qualification requirements and comply with SAFE Act NMLS registration requirements.
- Pass applicable JPMorganChase reviews of criminal conviction history and other relevant information; a felony conviction within the last seven years disqualifies candidates.
- Comply with Section 19 of the Federal Deposit Insurance Act.
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 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 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 team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- Work branch hours, including weekends and some evenings.
- Complete required securities and insurance licensing through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update registration in NMLS upon active employment and complete required annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
