Relationship Banker - Goodman Road (New Build) - Olive Branch, MS

JPMorgan Chase & Co.•Olive Branch, MS
•Onsite

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 support clients. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to understand needs and recommend appropriate solutions. The role involves in-person and phone meetings, helping clients use digital banking tools, and connecting them with specialists for more complex needs. You must comply with banking policies, procedures, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualifications and requires NMLS registration under the SAFE Act. Continued employment depends on meeting these requirements, including registration and annual renewal obligations.

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 quickly and effectively with attention to detail.
  • Ability to work within established risk parameters and meet risk, compliance, and training obligations.
  • 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 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; an employment offer is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • No felony conviction within the past seven years.
  • Register on or update NMLS under the SAFE Act immediately after the start date and comply with registration, renewal, and update requirements.

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 for clients.
  • Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend products and services.
  • Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
  • Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures to consult with clients about banking solutions and connect them with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Complete required training and meet internal and external risk and compliance obligations.
  • Obtain required securities and insurance licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register on or update the National Mortgage Licensing System and Registry (NMLS) immediately after starting, and complete timely annual renewals and required updates.
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