Relationship Banker - Seaside Branch - Seaside, CA

JPMorganChase • Seaside, CA

1d

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by creating welcoming, memorable experiences for clients. You use banking solutions and financial technology alongside attentive service to build and retain client relationships. You proactively understand clients’ financial needs, recommend suitable products and services, connect clients with specialized experts, and contribute to the success of the branch while meeting applicable banking, risk, and compliance requirements.

The role requires working branch hours, including weekends and some evenings. It also has licensing and regulatory conditions, including required securities and insurance licenses and National Mortgage Licensing System (NMLS) registration under the SAFE Act. Applicants who do not hold the required licenses must obtain them through JPMC’s licensing program within 180 days of hire. Employment is contingent on applicable reviews and compliance with the Dodd-Frank/Truth in Lending Act and Federal Deposit Insurance Act requirements.

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 the ability to tailor product and service information 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 required training.
• High school degree, 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 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.
• Compliance with Dodd-Frank/Truth in Lending Act loan-originator qualification requirements and SAFE Act NMLS registration, including required registration, renewals, and updates.
• Satisfaction of applicable Section 19 of the Federal Deposit Insurance Act requirements.

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 puts clients first.
• Manage assigned clients and meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them with digital banking and technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to advise clients and connect them with experts for specialized financial needs.
• Follow applicable policies, procedures, and regulatory banking requirements.

What This Job Offers

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