Relationship Banker - Beecher - Flint, MI

JPMorgan Chase & Co. • Flint, MI

1d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent Chase's brand and culture through welcoming, attentive service and the use of current banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients' financial needs and contribute to the success of the branch.

The role includes proactively meeting assigned clients in person and by phone, understanding their needs, recommending products and services, and connecting them with digital banking tools and specialized experts. You must learn banking products, services, and procedures and follow applicable policies, procedures, and regulatory requirements. The role requires working branch hours, including weekends and some evenings, and is subject to loan-originator qualification and NMLS registration 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 with 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.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain the 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.
• Subject to 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.
• Must comply with SAFE Act requirements, including NMLS registration or updating an existing registration after starting employment, and timely annual renewal and required 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 that exceeds client expectations.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• 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 on banking solutions and connect clients with experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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