Relationship Banker - Seattle Metro Market - Seattle, WA and Surrounding Areas
About The Position
As a Relationship Banker in a Chase branch, you represent the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to support clients. You acquire, manage, and retain client relationships, understand clients’ financial needs, and recommend appropriate products and services to help address those needs and contribute to branch success. The role is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMorganChase’s review of relevant information, including criminal conviction history, credit report, and NMLS information. A felony conviction within the last seven years disqualifies applicants from consideration. The role also requires NMLS registration under the SAFE Act, with successful registration immediately after the start date and compliance with annual renewals and required updates as a condition of continued employment.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with 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 with differing needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to operate within established risk parameters and meet risk, compliance, and training 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 licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies applicants.
- Register with NMLS under the SAFE Act immediately after starting employment and comply with annual renewal and update requirements.
Nice To Haves
- College degree or military equivalent.
- Experience following banking policies, procedures, and regulatory requirements.
Responsibilities
- Provide attentive, friendly service and create a welcoming client environment.
- Manage assigned clients and proactively 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 and connect clients to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately; consult with clients and connect them with experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- Obtain required licenses 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 after starting employment, and complete required annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
