Relationship Banker, Linglestown Rd Branch, Harrisburg, PA

JPMorgan Chase & Co.•Harrisburg, SD
•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 create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, applying 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 with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment depends on meeting these requirements, including registration immediately after starting and completing required annual renewals and updates. An employment offer is contingent on JPMC’s review of relevant background and financial information. A felony conviction within the last seven years disqualifies an applicant from consideration.

Requirements

  • At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing 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 tailoring 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 them 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 and SAFE Act NMLS registration requirements.
  • Successful NMLS registration immediately after the start date and timely completion of annual renewals and required updates.
  • Employment offer is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies applicants.

Nice To Haves

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

Responsibilities

  • Put clients first by delivering attentive, friendly service and creating a welcoming environment.
  • Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
  • Communicate clearly and politely in a consultative manner; ask questions and listen to understand and anticipate client needs.
  • 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, consult with clients about solutions, and connect them with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, complete required training, and work within established risk parameters and tolerances.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register with or update NMLS immediately after starting employment and complete required annual renewals and updates.
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