Relationship Banker - San Gabriel - San Gabriel, CA

JPMorganChase • San Gabriel, CA

6d • 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. Using your financial knowledge, you recommend thoughtful solutions that address clients’ financial needs and contribute to branch success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on applicable reviews and compliance with these requirements, including required registration and ongoing updates. The position is also subject to Section 19 of the Federal Deposit Insurance Act.

Requirements

• At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new client relationships, deepening relationships, and delivering results.
• Ability to create memorable client experiences.
• Strong 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 effectively and promptly with attention to detail.
• Ability to work within established risk parameters and meet 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. 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.
• Must satisfy applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements. Continued employment is contingent on compliance, including successful registration immediately after starting and timely completion of annual renewals and required updates.
• Subject to Section 19 of the Federal Deposit Insurance Act; an employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
• A felony conviction within the last seven years disqualifies applicants from consideration, as stated in the posting.

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 for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor recommendations.
• Communicate clearly and consultatively; ask questions and listen to understand client needs and build trust.
• Educate clients about and connect them with digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult with clients and connect them with appropriate specialists for complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• Work branch hours, including weekends and some evenings.
• Complete required licensing and NMLS registration, updates, and renewals in accordance with applicable requirements.

What This Job Offers

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