Relationship Banker - San Bruno Branch - San Bruno, CA
About The Position
As a Relationship Banker in a Chase branch, you represent the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships. Using your financial knowledge, you recommend thoughtful solutions that address clients’ financial needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable qualification, registration, renewal, and update requirements. Employment is also subject to Section 19 of the Federal Deposit Insurance Act and a review of criminal conviction history.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing 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 quickly and effectively with attention to detail.
- 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, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements.
- Employment is contingent on applicable reviews under the Dodd Frank/Truth in Lending Act and Section 19 of the Federal Deposit Insurance Act.
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 suitable products and services.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
- Educate clients about and connect them with technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately; consult with clients and connect them with specialists for complex financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet risk and compliance obligations, including completing required training.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update the National Mortgage Licensing System and Registry as required, and complete annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
