Relationship Banker - Louisville Market - Louisville, KY

JPMorgan Chase & Co. • Middletown, KY

4h

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 positive client experiences. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration under the SAFE Act through the National Mortgage Licensing System and Registry (NMLS). Employment and continued employment are contingent on meeting the applicable qualification, registration, and compliance 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.
• 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 completing required training.
• High school degree, GED, or foreign equivalent.
• Meet minimum securities and insurance licensing requirements: SIE exam, FINRA Series 6, 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; 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, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Register with NMLS or update an existing registration upon active employment, and comply with SAFE Act requirements, including successful registration immediately after the start date and timely 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 that exceeds client expectations.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult with clients and connect them with experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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