Relationship Banker - Washington Thornton - Thornton, CO - CO METRO NORTHWEST
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 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. You meet with assigned clients in person and by phone, build trust through consultative communication, connect clients with digital banking tools and specialized experts, and follow banking policies and regulatory requirements. The role requires working branch hours, including weekends and some evenings. Applicants must meet licensing requirements or obtain the required licenses through JPMC’s licensing program within 180 days of hire. The position is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act.
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 completing 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. 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.
- Compliance with applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of relevant background and financial information.
- NMLS registration under the SAFE Act, or updating an existing registration, immediately after starting employment, with continued compliance including annual renewal and required 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 that exceeds client 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 and politely in a consultative manner, asking questions and listening to understand and anticipate client needs.
- Educate clients about and connect them to Chase 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.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
