Relationship Banker - La Mesa Branch - La Mesa, CA

JPMorganChase • La Mesa, CA

2d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent Chase’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, drawing on your financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

This position is subject to Section 19 of the Federal Deposit Insurance Act and to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on the applicable background and financial-responsibility reviews. The role also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act, with continued employment contingent on registration, annual renewal, and required updates. A felony conviction within the last seven years disqualifies applicants under the stated 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.
• Strong 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 and compliance obligations, including completing required training.
• 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 the 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.
• Meet applicable Section 19 of the Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated background and financial-responsibility reviews.
• Register with the NMLS, or update an existing registration, as required under the SAFE Act; maintain registration through timely annual renewals and updates.

Nice To Haves

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

Responsibilities

• Put clients first and provide attentive, friendly service in a welcoming environment.
• Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand client needs and build trust.
• 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 quickly and accurately to consult with clients and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Work branch hours, including weekends and some evenings.

What This Job Offers

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