Relationship Banker - West Palm Bay - Palm Bay, FL (New Build)
About The Position
As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You will acquire, manage, and retain client relationships, draw on your financial knowledge to recommend solutions that address clients’ needs, and contribute to branch success. The role requires compliance with banking policies, procedures, and regulatory requirements. It also requires relevant securities and insurance licenses, or completion of JPMC’s licensing program within 180 days of hire for unlicensed applicants. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and NMLS registration under the SAFE Act. Employment is contingent on meeting those requirements, including financial responsibility, character, fitness, and applicable registration obligations.
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 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 consistency.
- 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, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses through JPMC’s licensing 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; any felony conviction within the last seven years disqualifies applicants.
- Must register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act, and comply with required registration, annual renewal, and update obligations.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to 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 over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand clients’ needs and build trust.
- Educate clients about and connect them to digital banking options, 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 subject-matter 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 unlicensed.
- Register or update registration with NMLS as required, and complete timely annual renewals and updates under the SAFE Act.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
