Relationship Banker - Dayton Market - Englewood, OH

JPMorganChase • Englewood, OH

1d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you will represent Chase’s 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, apply financial knowledge to recommend thoughtful solutions, and contribute to branch success. You will meet with clients in person and by phone, help them use digital banking tools, learn and explain products and procedures, connect clients with specialists when needed, and follow applicable policies and regulatory requirements.

This position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators. An offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates. Employment also depends on compliance with the SAFE Act, including NMLS registration or updating an existing registration after starting, annual renewal, and required updates.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or another related industry, with demonstrated success establishing new 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.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants without licenses must obtain them 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 and SAFE Act Loan Originator requirements, including successful NMLS registration after the start date and timely annual renewal and required updates.
• A felony conviction within the last seven years disqualifies applicants.

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 and consultatively, asking questions and listening to understand 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 team experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Meet risk and compliance obligations, including completing required training.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS), and complete required annual renewals and updates.

What This Job Offers

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