Relationship Banker - Hawthorne Main - Hawthorne, CA

JPMorganChase • Hawthorne, CA

2d

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable experiences. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The role includes meeting with assigned clients in person and by phone, understanding their financial needs, recommending products and services, and helping them use digital banking tools. You learn banking products, services, and procedures, connect clients with specialists when needed, and comply with applicable policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings. Employment is subject to background and regulatory eligibility reviews, licensing 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 proven 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.
• 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. Applicants who are not licensed 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.
• Must meet applicable Federal Deposit Insurance Act Section 19 and Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements.
• Must register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and comply with annual renewal and update requirements.
• Employment and continued employment are contingent on meeting applicable criminal-history, credit, financial-responsibility, character, fitness, licensing, and registration 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 that exceeds client expectations.
• 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 clients’ 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 the team of experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.

What This Job Offers

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