Relationship Banker - Cerritos Branch - Cerritos, CA

JPMorganChase • Cerritos, CA

2d • Onsite

About The Position

At Chase, Relationship Bankers create memorable experiences for clients and employees by building lasting relationships, doing the right thing, exceeding expectations, and embracing diversity and inclusion. In a Chase branch, the Relationship Banker represents the brand and culture with hospitality, combining current banking solutions and financial technology with friendly, attentive service. The role leads in acquiring, managing, and retaining meaningful client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The position is subject to Section 19 of the Federal Deposit Insurance Act and to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Offers are contingent on the reviews described in the posting. The role requires NMLS registration under the SAFE Act, with registration or an update required upon starting employment, as well as annual renewal and other required updates. Continued employment depends on compliance with these requirements.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or another 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 and consistent client service.
• Ability to work branch hours, including weekends and some evenings.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essential (SIE) exam, FINRA Series 6, 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.
• Must meet applicable Section 19 of the Federal Deposit Insurance Act requirements.
• Must meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the applicable criminal-history, credit, NMLS, and other reviews described in the posting. A felony conviction within the last seven years disqualifies applicants.
• Must register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, upon starting employment and comply with registration, annual renewal, and update requirements under the SAFE Act.

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 that exceeds clients’ expectations.
• 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 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 with clients about 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: Entry Level
• Education Level: High school or GED