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 create memorable client experiences. You acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role requires fluency in English and Mandarin and includes work during branch hours, including weekends and some evenings. The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on JPMorganChase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies an applicant. Employment also requires NMLS registration under the SAFE Act, successful registration immediately after starting, and timely completion of annual renewal and required updates. Continued employment is contingent on meeting these requirements.

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.
  • Excellent in-person and telephone communication skills, including tailoring 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 meet risk and compliance obligations and complete required training.
  • High school degree, GED, or foreign equivalent.
  • SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain licenses through JPMC’s program within 180 days of hire.
  • Ability to work branch hours, including weekends and some evenings.
  • Bilingual English and Mandarin proficiency is required.
  • Must meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the specified criminal history, credit, financial responsibility, good character, and fitness review.
  • Must meet SAFE Act requirements, including NMLS registration immediately after starting and timely annual renewal and 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 over the phone to build relationships, understand their financial needs, and recommend suitable products and services.
  • Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
  • Educate clients about and connect them to banking technology, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with specialized experts when needed.
  • 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.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register on NMLS or update an existing registration as required, and complete annual renewal and other required updates.
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