Relationship Banke - Simi Valley Market - Thousand Oaks, CA and Surrounding Areas
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 memorable client experiences. You lead efforts to acquire, manage, and retain client relationships, applying financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The role involves proactively meeting with assigned clients in person and by phone, understanding their financial needs, and connecting them with suitable products, services, digital banking tools, and specialized experts. Relationship Bankers are expected to learn banking products and procedures, resolve client issues, and comply with applicable policies, procedures, and regulatory requirements. The position requires branch-hour availability, including weekends and some evenings, and is subject to licensing, registration, and background review 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 provide a consistent client experience.
- Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing 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. Unlicensed applicants must obtain the 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 JPMC review of relevant information; a felony conviction within the last seven years disqualifies applicants.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) upon active employment and comply with SAFE Act registration, renewal, and update requirements.
- Meet Section 19 of the Federal Deposit Insurance Act requirements, including the employer’s review of criminal conviction history.
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 meet with them proactively in person and by phone to build lasting relationships, understand their financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client 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 effectively about banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
