Relationship Banker - Sarasota Market - Sarasota, FL

JPMorgan Chase & Co. • Lakewood Ranch, FL

2h • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture through welcoming, attentive service and use of banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships. Using financial knowledge, you offer thoughtful solutions to address clients’ financial needs and contribute to the success of the branch.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants from consideration. Continued employment requires compliance with the applicable Loan Originator requirements.

The position also requires NMLS registration under the SAFE Act. After starting employment, the employee must register or update an existing registration, complete annual renewals, and make required updates. Continued employment is contingent on compliance with 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.
• 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.
• 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.
• Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated background and financial reviews.
• NMLS registration under the SAFE Act, with registration or update after starting employment and timely completion of annual renewals 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 for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand their financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to banking technology, 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 experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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