Relationship Banker - Northwood - Fort Wayne, IN

JPMorgan Chase & Co. • Fort Wayne, IN

4d • Onsite

About The Position

At Chase, Relationship Bankers create welcoming, valued, and inclusive experiences for clients and employees. In a Chase branch, the Relationship Banker represents the Chase brand and culture by combining attentive service with banking solutions and financial technology. The role takes a lead in acquiring, managing, and retaining client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success.

The banker manages assigned clients through in-person and phone meetings, builds trust through consultative communication, and helps clients use digital banking tools. They learn banking products, services, and procedures, connect clients with specialists when needed, and comply with policies, procedures, and regulatory requirements.

This position is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment is contingent on satisfying the applicable requirements, including registration and required 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 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 and consistent service.
• Ability to operate within established risk parameters and meet risk and compliance obligations, including 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; applicants who are not licensed must obtain licenses through JPMC’s program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Must satisfy 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. A felony conviction within the last seven years disqualifies applicants.
• Must register on NMLS or update an existing registration upon active employment, with successful registration immediately after the start date, and comply with 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 for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand their 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 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.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register with or update the National Mortgage Licensing System and Registry as required, and complete annual renewals and required updates.

What This Job Offers

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