Relationship Banker - NW St Louis Market - St Louis, MO

JPMorganChase • Creve Coeur, MO

1d • 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 help clients. You take a lead role in acquiring, managing, and retaining meaningful client relationships. Using your financial knowledge, you understand clients’ needs and offer thoughtful solutions that contribute to the success of the branch.

The role requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Employment is contingent upon meeting the relevant qualification, registration, renewal, and update requirements.

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.
• Excellent in-person and telephone communication skills, including the ability to tailor 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, including completing required training.
• High school degree, GED, or foreign equivalent.
• Meet the minimum licensing requirements: Securities Industry Essential (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, including JPMC’s 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 registration in NMLS upon active employment, and comply with SAFE Act requirements, including successful registration immediately after the start date and timely annual renewal and updates.

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 over the phone to build relationships, understand financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening 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 products, services, and procedures quickly and accurately to consult with clients about banking solutions.
• Collaborate with and connect clients to the team of experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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