About The Position
As a Relationship Banker in a Chase branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You will acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. This role requires Mandarin bilingual ability and covers the Corona Chino Valley Market, including Chino Hills, California, and surrounding areas. The position is subject to requirements under Section 19 of the Federal Deposit Insurance Act and the Dodd Frank/Truth in Lending Act for Loan Originators. Employment is contingent on applicable background and qualification reviews. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on successful registration after starting and timely completion of annual renewals and required updates.
Requirements
- Bilingual in Mandarin.
- 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.
- 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.
- 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.
- Ability to work branch hours, including weekends and some evenings.
- Ability to meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and register on or update an existing record with NMLS under 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 financial needs, and recommend relevant products and services.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate clients’ needs.
- Educate and connect clients to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures to consult effectively with clients and connect them with experts for specialized financial needs.
- Follow applicable policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
