Relationship Banker - Hulen Branch - Fort Worth, TX.

JPMorgan Chase & Co.•Fort Worth, TX
•Onsite

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 take a lead role in acquiring, managing, and retaining client relationships, drawing on financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to the success of the branch. The position requires compliance with banking policies, procedures, regulatory requirements, and applicable risk and licensing obligations. It is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on compliance with these requirements, including registration, annual renewal, and updates.

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 and elevate the client experience.
  • 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 operate within established risk parameters and meet internal and external risk and compliance obligations, including 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; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
  • 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.
  • Comply with SAFE Act requirements, including NMLS registration immediately after the start date, 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 tailor product and service recommendations.
  • Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
  • Educate and connect clients to digital banking and self-service technology, 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 specialists for their financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, including required training.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register or update an existing registration with NMLS upon active employment and complete timely annual renewals and required updates.

Benefits

  • Competitive total rewards package, including base salary; eligible roles may receive commission-based pay and/or discretionary incentive compensation.
  • 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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