Relationship Banker - SE Wisconsin/Northern IL Market - Grayslake, IL
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 to support clients. You take a lead role in acquiring, managing, and retaining client relationships, drawing on financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires registration under the SAFE Act through the National Mortgage Licensing System and Registry (NMLS). Employment is contingent on satisfying these requirements, including successful NMLS registration after starting and maintaining required renewals and updates.
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 different 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 completing 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. Applicants who are not licensed 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; employment is subject to review of criminal conviction history, credit report, NMLS information, and other relevant information.
- Register with or update the National Mortgage Licensing System and Registry under the SAFE Act after starting employment, and complete required annual renewals and updates.
Nice To Haves
- College degree or military equivalent.
- Experience following banking policies, procedures, and regulatory requirements.
Responsibilities
- Provide friendly, attentive 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 client needs and build trust.
- Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to advise clients on banking solutions and connect them with specialists for more complex financial needs.
- Follow banking policies, procedures, and regulatory requirements.
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
Education Level
High school or GED
