Relationship Banker - Western And Granville - Chicago, IL

JPMorganChase • Chicago, IL

6d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you will represent the Chase brand and culture through welcoming, attentive service and use of current banking solutions and financial technology. You will acquire, manage, and retain client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success.

The role requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act requirements for Loan Originators and requires registration under the SAFE Act through the National Mortgage Licensing System and Registry (NMLS). Continued employment depends on meeting these requirements, including successful registration after starting and completing required renewals and updates.

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 a strong client experience.
• Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
• Ability to resolve client issues effectively and quickly, with attention to detail.
• Ability to comply with risk and compliance obligations and complete 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. Applicants who are not licensed must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Must satisfy Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the employer’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Must register with or update registration in NMLS under the SAFE Act upon active employment, and comply with annual renewal and required updates.

Nice To Haves

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

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend relevant products and services.
• Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively on banking solutions and connect clients with specialists for more complex financial needs.
• Follow banking policies, procedures, and regulatory requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• Meet 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