Relationship Banker - US 41 & Bonita Beach - Bonita Springs, FL

JPMorgan Chase & Co. • Bonita Springs, FL

1d • 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 brand and culture through attentive hospitality, banking solutions, financial technology, and friendly service. The role leads efforts to acquire, manage, and retain meaningful client relationships, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. Continued employment depends on compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and the SAFE Act. NMLS registration or an update to an existing registration is required upon active employment, with successful registration immediately after the start date and timely annual renewal and updates thereafter.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or another related industry, with proven success establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences and elevate the client experience.
• 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 a consistent client experience.
• Ability to work 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 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 the required review of criminal conviction history, credit report, and NMLS information.
• Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, immediately after the start date and complete annual renewal and required updates.

Nice To Haves

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

Responsibilities

• Put clients first and deliver attentive, friendly service that creates a welcoming environment and exceeds expectations.
• 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, politely, and consultatively; ask questions and listen to understand, anticipate client 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 experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and tolerances, meet internal and external risk and compliance obligations, and complete required training.

What This Job Offers

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