Relationship Banker - Hawthorne Main - Hawthorne, CA
About The Position
As a Relationship Banker in a Chase branch, you represent the company’s brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The position is subject to applicable requirements under the Federal Deposit Insurance Act and the Dodd-Frank/Truth in Lending Act. Employment is contingent on relevant background and financial-responsibility reviews. The role also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act, including successful registration after starting and timely completion of renewals and updates.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with success establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable client experiences.
- 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.
- Ability to operate within established risk parameters and meet internal and external risk and compliance obligations.
- 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 required 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.
- Compliance with applicable Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act, and SAFE Act requirements, including NMLS registration and continued updates and renewals.
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 meet with them in person and by phone to build relationships, understand 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 digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures, consult with clients about solutions, and connect them with specialists for complex financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet risk and compliance obligations, including completing required training.
- Obtain required securities and insurance licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with NMLS or update an existing registration after starting, and complete required annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
