Relationship Banker - Torrance Del Amo - Torrance, CA
About The Position
As a Relationship Banker in a Chase branch, you represent the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You acquire, manage, and retain client relationships, applying financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The position involves proactively meeting assigned clients in person and by phone, understanding their financial needs, recommending products and services, and connecting them with digital banking tools or specialist colleagues as appropriate. You must learn banking products and procedures and comply with applicable policies, regulations, and risk requirements. Branch hours include weekends and some evenings. Applicants without the required licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided. The role is subject to background and financial reviews, loan-originator qualification requirements, and NMLS registration under the SAFE Act.
Requirements
- At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing 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 effectively and quickly 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, 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.
- Compliance with applicable loan-originator qualification requirements and SAFE Act NMLS registration, renewal, and update requirements.
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 financial needs, and tailor product and service recommendations.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate clients’ needs.
- Educate and connect clients to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures and consult with clients about banking solutions; collaborate with and connect clients to experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
