Relationship Banker - Santa Clarita Market - Lancaster, CA

JPMorganChase • Lancaster, CA

2d • 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 positive client experiences. You take a lead role in acquiring, managing, and retaining client relationships. Using your financial knowledge, you identify clients’ needs and recommend thoughtful solutions that contribute to the branch’s success.

The position requires compliance with banking policies, procedures, and regulatory obligations. It is also subject to Dodd-Frank/Truth in Lending Act Loan Originator qualifications, including review of relevant background and financial information, and requires NMLS registration under the SAFE Act. Continued employment depends on maintaining compliance with these requirements.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences.
• Strong 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 required training.
• 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. Applicants who are not licensed must obtain the required licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Successful compliance with applicable Dodd-Frank/Truth in Lending Act Loan Originator requirements, including the employer’s review of relevant background and financial information.
• NMLS registration under the SAFE Act, or an update to existing registration, immediately after starting; ongoing employment requires timely annual renewal and required updates.

Nice To Haves

• College degree or military equivalent.
• Experience following banking policies, procedures, and regulatory requirements.

Responsibilities

• Provide 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 and consultatively, asking questions and listening to understand clients’ needs and build trust.
• Educate clients about and connect them to digital banking and ATM solutions, including the Chase Mobile App and Chase.com.
• Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with specialists for complex financial needs.
• Follow applicable policies, procedures, and regulatory banking requirements.
• Work branch hours, including weekends and some evenings.

What This Job Offers

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