About The Position

As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture through welcoming, attentive service and the use of current banking solutions and financial technology. You will take a lead role in acquiring, managing, and retaining client relationships. Using your financial knowledge, you will offer thoughtful solutions to clients’ financial needs and contribute to the success of the branch. The position is subject to Dodd-Frank/Truth in Lending Act requirements for Loan Originators. An employment offer is contingent on JPMC’s review of relevant information, including criminal conviction history, a credit report, NMLS information, and other information relevant to financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies applicants. Continued employment is contingent on compliance with the applicable requirements, including NMLS registration under the SAFE Act. Registration must be completed or updated after starting, with annual renewal and required updates thereafter.

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 tailoring product and service features and benefits to clients’ differing needs.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • Ability to work 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.
  • Comply with Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration, including registration or update after starting and timely annual renewal and required updates.

Nice To Haves

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

Responsibilities

  • Put clients first and exceed expectations by providing attentive, friendly service and creating a welcoming environment.
  • Manage assigned clients and meet with them proactively, in person and by phone, to build relationships, understand financial needs, and recommend appropriate products and services.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand clients, anticipate needs, and build trust.
  • 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 effectively on banking solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
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