Relationship Banker - Naples Market - Naples, FL

JPMorgan Chase & Co.•Naples, FL

9d•Onsite

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 take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to offer solutions that address clients’ needs and contribute to branch success. The role includes proactively meeting with assigned clients in person and by phone, understanding their financial needs, recommending relevant products and services, and connecting clients with technology and specialist support. You must follow banking policies, procedures, and regulatory requirements. The position requires branch-hour availability, including weekends and some evenings, and compliance with loan-originator requirements under the Dodd Frank/Truth in Lending Act and registration requirements under the SAFE Act. Applicants without the required securities and insurance licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

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 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.
Ability to operate within established risk parameters and meet internal and external risk, compliance, and training obligations.
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. Applicants who are unlicensed must obtain the licenses through JPMC’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Subject to 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 from consideration.
Must register with or update the National Mortgage Licensing System and Registry (NMLS) immediately after starting and complete required annual renewals and updates to maintain employment.

Nice To Haves

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

Responsibilities

Provide attentive, friendly service and create a welcoming environment that exceeds client expectations.
Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
Educate clients about and connect them to Chase digital and self-service banking tools, including the Chase Mobile App, Chase.com, and ATMs.
Quickly and accurately learn products, services, and procedures to consult with clients and connect them with experts for specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Meet risk and compliance obligations, complete required training, and operate within established risk parameters and tolerances.
Register or update NMLS registration as required under the SAFE Act and comply with applicable loan-originator requirements.

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