About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by creating welcoming, memorable experiences for clients. You use banking solutions and financial technology alongside attentive service to acquire, manage, and retain client relationships. You learn clients’ financial needs and recommend relevant products and services, while connecting them with specialists when appropriate and contributing to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment offers and continued employment are contingent on meeting applicable requirements, including a review of relevant background information and successful, timely registration and renewals.

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 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 completing 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 licenses are minimum requirements. Unlicensed applicants must obtain 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 from consideration.
  • Obtain or update NMLS registration immediately after starting employment and comply with SAFE Act requirements, including 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 that exceeds client expectations.
  • Manage assigned clients and 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 banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with specialists for more complex needs.
  • Follow policies, procedures, and regulatory banking requirements.

Benefits

  • Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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