Relationship Banker - Court St Saginaw - Saginaw, MI

JPMorganChase • Saginaw, MI

1d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the company’s brand and culture by providing attentive, welcoming service and using banking solutions and financial technology to create positive client experiences. You acquire, manage, and retain client relationships, applying financial knowledge to offer tailored solutions that address clients’ needs and contribute to branch success.

The role includes meeting with assigned clients in person and by phone, explaining and connecting them with banking products and digital tools, and coordinating with specialists when clients have more complex financial needs. You must follow banking policies, procedures, and regulatory requirements. The position is subject to loan-originator qualification requirements under the Dodd-Frank/Truth in Lending Act and requires NMLS registration under the SAFE Act.

Requirements

• At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success acquiring clients, deepening relationships, and delivering results.
• Ability to create positive client experiences.
• Strong 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 comply with risk parameters and 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, 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; study materials and support are provided.
• Ability to work branch hours, including weekends and some evenings.
• Must satisfy Dodd-Frank/Truth in Lending Act loan-originator qualification requirements; the employment offer is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information. Any felony conviction within the last seven years disqualifies applicants.
• Must register on or update registration with NMLS under the SAFE Act after starting, and complete required annual renewals and 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 to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures and consult with clients about appropriate solutions.
• Collaborate with and connect clients to specialists for financial needs requiring specialized assistance.
• Follow policies, procedures, and regulatory banking requirements.
• Operate within risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• Obtain and maintain required licenses and NMLS registration, including applicable renewals and updates.

What This Job Offers

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