Relationship Banker - Dayton Market - Tipp City, OH

JPMorgan Chase & Co. • Tipp City, OH

6h • 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 recommend solutions that address clients’ needs and contribute to branch success. The role requires compliance with banking policies, procedures, and regulatory requirements, and includes working branch hours, including weekends and some evenings.

The position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting relevant qualification and registration requirements, including successful NMLS registration immediately after starting and timely annual renewal and updates. Applicants must also meet the stated securities and insurance licensing requirements, or obtain those licenses through JPMC’s licensing program within 180 days of hire.

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 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.
• Ability to comply with established risk parameters and 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, state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain required 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, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies applicants.
• Register with or update the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, and complete annual renewals and required updates.

Nice To Haves

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate 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 and self-service banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them to specialists for more complex 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 completing required training.
• Complete required NMLS registration or updates and maintain compliance with applicable SAFE Act requirements.

What This Job Offers

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