Relationship Banker - Portland South Market - West Linn, OR and Surrounding Areas

JPMorgan Chase & Co. • West Linn, OR

11d • 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 support clients. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to understand clients’ needs and recommend thoughtful solutions. You also connect clients with specialized experts when needed and contribute to the success of the branch.

The position requires compliance with banking policies, procedures, and regulations. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on meeting these requirements, including registration immediately after starting and completing annual renewals and required 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 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 and compliance obligations, including 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 are minimum requirements. Unlicensed applicants must obtain 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 Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements. A felony conviction within the last seven years disqualifies applicants from consideration.
• Register with NMLS or update an existing registration as necessary upon active employment, with successful registration immediately after the start date and timely completion of annual renewal and required updates thereafter.
• Continued employment is contingent on compliance with the Truth in Lending Act/Dodd-Frank Loan Originator requirements and the SAFE Act.

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 for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand their financial needs, and recommend tailored products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate clients’ needs.
• Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
• Collaborate with and connect clients to specialists for their financial needs.
• Adhere to policies, procedures, and regulatory banking requirements, including applicable risk and compliance obligations and required training.
• Obtain or maintain required securities, state, and life licenses; unlicensed applicants must complete JPMC’s licensing program within 180 days of hire.
• Register with or update registration in NMLS under the SAFE Act, and complete required annual renewals and updates.

What This Job Offers

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