Relationship Banker - Auburn College St - Auburn, AL

JPMorganChase•Auburn, AL

5d•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 create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. 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 applicants. Continued employment requires compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and SAFE Act NMLS registration, including registration or an update after starting and timely annual renewals and updates. Unlicensed applicants must obtain the specified securities and insurance licenses through JPMorganChase’s licensing program within 180 days of hire; study materials and support are provided.

Requirements

At least 1 year of sales experience in retail banking, financial services, or a related industry, with proven success establishing new 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 meet risk, compliance, and required training obligations.
High school degree, GED, or foreign equivalent.
Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain licenses through JPMorganChase’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration, including required registration, updates, and renewals.

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 tailor product and service recommendations.
Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
Educate clients about and connect them to digital and self-service banking options, including the Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures quickly and accurately to consult with clients on banking solutions.
Collaborate with and connect clients to team experts for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
Complete required NMLS registration or updates and maintain compliance with SAFE Act registration requirements.