Relationship Banker - Madison and Halsted Branch - Chicago, IL
About The Position
As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. You acquire, manage, and retain client relationships, using 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. Employment is contingent on JPMC’s review of relevant information, including criminal conviction history, credit report, and NMLS information. A felony conviction within the last seven years disqualifies applicants. The role also requires NMLS registration under the SAFE Act, successful registration immediately after starting, and compliance with annual renewal and update requirements.
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 and elevate the client experience.
- 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 required training.
- 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. 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.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies applicants.
- Comply with SAFE Act NMLS registration requirements, including successful registration immediately after the start date and timely annual renewals and updates.
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 product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client 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 consult on banking solutions and connect clients with experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet internal and external risk and compliance obligations, including required training.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
