Relationship Banker - Chain Bridge Rd - Mclean, VA

JPMorgan Chase & Co. • McLean, VA

21d • $25 - $33 • Onsite

About The Position

At Chase, Relationship Bankers represent the brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to help clients. The role leads efforts to acquire, manage, and retain client relationships, understand financial needs, recommend tailored products and services, and connect clients with specialists when needed. The position also requires adherence to banking policies, procedures, and regulatory requirements. It is based at the Chain Bridge Road branch in McLean, Virginia, and requires availability for branch hours, including weekends and some evenings.

Employment is contingent on meeting Dodd Frank/Truth in Lending Act Loan Originator requirements and registering with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Ongoing employment requires compliance with these requirements, including timely NMLS registration, renewal, and updates. Unlicensed applicants must obtain the stated securities and insurance licenses through JPMorganChase’s licensing program within 180 days of hire; study materials and support are provided.

JPMorganChase offers a competitive total rewards package, with base salary based on role, experience, skill set, and location. Eligible employees may also receive commission-based pay and/or discretionary incentive compensation. Benefits and programs are subject to eligibility.

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 promptly and effectively with attention to detail.
• Ability to work 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 are minimum requirements. Applicants who are unlicensed must obtain the licenses through JPMorganChase’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Compliance with Dodd Frank/Truth in Lending Act Loan Originator requirements, including the firm’s review of relevant background and financial information.
• NMLS registration under the SAFE Act, or updating an existing registration, immediately after the start date; continued employment requires compliance, including annual renewal and required 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 tailored products and services.
• 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; consult with clients about banking solutions and connect them with experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED