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 positive client experiences. You acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role requires compliance with banking policies, procedures, and regulatory requirements, as well as work during branch hours, including weekends and some evenings. This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Continued employment also depends on compliance with SAFE Act requirements, including NMLS registration or updates immediately after starting and completion of annual renewals and required updates. An employment offer is contingent on JPMC’s review of relevant background and financial information. Any felony conviction within the last seven years disqualifies applicants from consideration.

Requirements

  • At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven 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 consistency.
  • Ability to work within established risk parameters and meet risk and compliance obligations, including required training.
  • High school degree, GED, or foreign equivalent.
  • 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.
  • Ability to work branch hours, including weekends and some evenings.
  • Compliance with Dodd-Frank/Truth in Lending Act Loan Originator requirements and SAFE Act NMLS registration requirements.
  • Any felony conviction within the last seven years disqualifies an applicant from consideration.

Nice To Haves

  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

  • Put clients first and exceed their expectations by delivering attentive, friendly service and creating a welcoming environment.
  • 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, politely, and consultatively; ask questions and listen to understand clients’ 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 consult effectively about banking solutions.
  • Collaborate with and connect clients to specialists for more complex financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register or update registration in NMLS as required under the SAFE Act, and complete annual renewals and required updates.
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