Relationship Banker - Westbrook

JPMorganChase • Westbrook, ME

15h

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 acquire, manage, and retain client relationships, using financial knowledge to understand clients’ needs and recommend relevant solutions. You also collaborate with specialists to address more complex financial needs and contribute to branch success.

The role requires adherence to banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable qualification, registration, renewal, and update requirements. Unlicensed applicants must obtain the specified licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

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.
• Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
• Ability to resolve client issues effectively and promptly with attention to detail.
• Ability to comply with established risk parameters and internal and external risk and compliance obligations, including 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. Applicants who do not hold the licenses must obtain them through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Meet 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.
• NMLS registration under the SAFE Act of 2008, completed immediately after starting, with timely annual renewal and required updates.

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 by phone to build relationships, understand financial needs, and recommend appropriate products and services.
• Communicate clearly and consultatively; ask questions and listen to understand clients and anticipate their needs.
• Educate clients about and connect them to digital and self-service banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with relevant specialists.
• Follow policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• Register on NMLS or update an existing registration as necessary, and complete required renewals and updates.

What This Job Offers

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