Relationship Banker - US 380 and Beauchamp- English and Spanish Required - Princeton, Tx

JPMorgan Chase & Co. • Princeton, TX

12d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the brand and culture through welcoming, attentive service and the use of current banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The position requires English and Spanish. It is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on meeting applicable qualification, registration, renewal, and update 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.
• 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 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 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.
• English and Spanish proficiency.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; an employment offer is contingent on review of relevant background and financial information. A felony conviction within the last seven years disqualifies applicants.
• Register with or update the National Mortgage Licensing System and Registry under the SAFE Act immediately after the start date, and meet ongoing renewal and update requirements.

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 that exceeds client expectations.
• Manage assigned clients and proactively meet with them in person and by 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 client needs.
• Educate and connect clients 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 and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Complete required training and meet internal and external risk and compliance obligations.
• Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register or update registration with NMLS after starting employment 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