Relationship Banker- Alameda South Shore Branch, Alameda, CA
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 financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. This position is subject to Section 19 of the Federal Deposit Insurance Act and to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on relevant reviews, including criminal conviction history and, where applicable, credit and NMLS information. The position also requires NMLS registration under the SAFE Act, with registration or updates required after starting, as well as annual renewal and other required updates. Continued employment is contingent on compliance with these requirements.
Requirements
- At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven 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 and consistent service.
- 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, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants 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 the applicable Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act Loan Originator, and SAFE Act requirements, including required NMLS registration and ongoing compliance.
- A felony conviction within the last seven years disqualifies an applicant from consideration for this position.
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 over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand clients’ needs and anticipate how to help them.
- 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 with clients about banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet applicable licensing and NMLS registration, renewal, and update requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
