Relationship Banker - Dayton Market - Englewood, OH
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 support clients. You take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The role includes managing assigned clients, meeting with them in person and by phone, educating them about digital banking tools, and connecting them with specialists when they have specialized financial needs. You must follow banking policies, procedures, and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Employment is contingent on meeting applicable review, licensing, registration, and compliance requirements.
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; 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.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including applicable criminal history, credit, and financial responsibility reviews.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and complete annual renewal and required updates.
- Continued employment is contingent on compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and the SAFE Act.
- Any felony conviction within the last seven years disqualifies applicants from consideration.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first by providing friendly, attentive service and creating a welcoming environment.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand their financial needs, and recommend appropriate products and services.
- Communicate politely and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate clients about technology solutions, 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 experts for specialized 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 registration in NMLS as required, and complete required annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
