Relationship Banker - Moss Bluff Branch - Moss Bluff, LA
About The Position
As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by creating welcoming, attentive experiences for clients. You will use banking solutions and financial technology alongside friendly service to acquire, manage, and retain client relationships. Drawing on your financial knowledge, you will offer thoughtful solutions that address clients’ financial needs and contribute to branch success. The role involves proactively meeting with assigned clients in person and by phone, understanding their needs, recommending products and services, and connecting them with digital banking tools or specialized experts. You must learn banking products and procedures and comply with applicable policies, procedures, and regulatory requirements. The position also requires branch-hour availability, including weekends and some evenings, and compliance with applicable loan-originator and NMLS registration 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 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 consistent client service.
- 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 Essentials (SIE) exam, FINRA Series 6, 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; 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 relevant background and financial information.
- NMLS registration under the SAFE Act of 2008, or an update to an existing registration, immediately after starting employment, with required annual renewal and updates thereafter.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment for clients.
- Manage assigned clients and meet with them proactively 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 and anticipate clients’ needs.
- 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 and connect them with experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS), and complete required renewals and updates.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
