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 help clients. You acquire, manage, and retain client relationships, use your financial knowledge to recommend thoughtful solutions, and contribute to the success of the branch. The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorganChase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates. Continued employment depends on meeting Truth in Lending Act/Dodd-Frank and SAFE Act requirements, including NMLS registration after starting and timely annual renewals and updates.

Requirements

  • At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success acquiring 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’ 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.
  • 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 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.
  • Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act/NMLS registration requirements. Continued employment is contingent on compliance, including successful registration after the start date and timely annual renewals and updates.
  • A felony conviction within the last seven years disqualifies candidates.

Nice To Haves

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

Responsibilities

  • Provide 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 suitable products and services.
  • Communicate politely and consultatively; ask questions and listen to understand clients’ needs and build trust.
  • Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures to advise clients and connect them with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, including completing required training.
  • Work branch hours, including weekends and some evenings.
  • Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewals and updates.
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