Relationship Banker - Greater Nashville - Nashville, TN

JPMorgan Chase & Co.•Franklin, TN

1d•Onsite

About The Position

As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You will acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role includes managing assigned clients, meeting with them in person and by phone, understanding their financial needs, and recommending relevant products and services. You will explain digital banking options, learn banking products and procedures, connect clients with specialists when needed, and comply with banking policies and regulatory requirements. The position requires branch-hour availability, including weekends and some evenings, and is subject to loan-originator qualification and NMLS registration 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 phone 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 consistent client service.
Ability to operate within established risk parameters and meet risk and compliance obligations, including 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 are minimum requirements; unlicensed applicants must obtain required licenses through JPMC’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Must satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; employment is contingent on JPMC review of relevant records, including criminal conviction history, credit report, and NMLS information. A felony conviction within the last seven years disqualifies applicants.
Must register with or update NMLS under the SAFE Act after starting employment and comply with registration, annual renewal, and update requirements.

Nice To Haves

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

Responsibilities

Deliver 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 recommendations.
Communicate clearly and consultatively, asking questions and listening 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 with clients about banking solutions.
Collaborate with and connect clients to specialists for specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
Complete required securities and insurance licensing through JPMC’s licensing program within 180 days of hire if not already licensed.
Register with or update the National Mortgage Licensing System and Registry (NMLS) upon employment and complete required annual renewal and updates.