Relationship Banker – Fashion Park – Bilingual in English and Mandarin Required – Arcadia, CA

JPMorganChase • Arcadia, CA

15h • 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 helping clients build lasting financial relationships. You acquire, manage, and retain client relationships, learn about clients’ financial needs, and recommend thoughtful banking solutions. You also help clients use digital banking tools and connect them with specialists when they have more complex financial needs. The position requires fluency in English and Mandarin and is based at the Fashion Park branch in Arcadia, California.

The role is subject to banking policies and regulatory requirements, including requirements for loan originators under the Dodd-Frank/Truth in Lending Act, registration under the SAFE Act through NMLS, and Section 19 of the Federal Deposit Insurance Act. Continued employment depends on meeting the applicable requirements.

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.
• Strong 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 effectively and with attention to detail.
• Ability to operate within established risk parameters and meet risk and compliance obligations.
• High school diploma, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable 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.
• Bilingual in English and Mandarin.
• Must meet applicable Dodd-Frank/Truth in Lending Act loan-originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants from consideration.
• Must register with or update registration in NMLS under the SAFE Act upon active employment, and complete required renewals and updates to remain employed in the role.
• Subject to Section 19 of the Federal Deposit Insurance Act, including review of criminal conviction history and pretrial diversions or program entries.

Nice To Haves

• College degree or military equivalent.
• Experience following 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 over the phone to build relationships, understand their financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
• Help clients use banking technology, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures and consult with clients about solutions.
• Collaborate with and connect clients to specialists for their financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Resolve client issues promptly and carefully while providing a consistent client experience.
• Meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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