Relationship Banker - South Burlington

JPMorganChase • South Burlington, VT

1d

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 support clients. You acquire, manage, and retain client relationships, learn about clients’ financial needs, and recommend solutions that help meet those needs. You also connect clients with relevant technology and specialized experts, while contributing to the branch’s success and meeting banking, risk, and regulatory obligations.

This 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. Employment and continued employment are contingent on meeting the stated screening, registration, renewal, and compliance requirements. Unlicensed applicants must obtain the required licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

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.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants who are not licensed must obtain the licenses 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, including the employer’s review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with or update registration in NMLS under the SAFE Act upon active employment, and comply with annual renewal and required updates.

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 that exceeds clients’ expectations.
• Manage assigned clients and meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand clients and anticipate their 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 advise clients on banking solutions.
• Collaborate with and connect clients to team experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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