Relationship Banker- Cinco Ranch Branch- Katy ,TX

JPMorganChase • Katy, TX

2d

About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by creating welcoming, valued, and understood experiences for clients. You use banking solutions and financial technology alongside attentive service to acquire, manage, and retain client relationships. You apply your financial knowledge to recommend thoughtful solutions that address clients’ financial needs and contribute to branch success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration under the SAFE Act through the National Mortgage Licensing System and Registry (NMLS). Employment is contingent on JPMC’s review of relevant background and financial information, successful NMLS registration or update after starting, and continued compliance with applicable 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 the ability to tailor product and service features and benefits to clients’ differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• 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. Unlicensed applicants 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.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant 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 after starting employment, and maintain compliance through timely annual renewals and required updates.

Nice To Haves

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

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment for clients.
• Manage assigned clients and meet with them in person and by phone to build relationships, understand their financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them with technology such as the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively and connect clients with experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Complete required training and meet internal and external risk and compliance obligations.
• Register or update NMLS registration after starting employment and complete required annual renewals and updates.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED