About The Position

As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture with hospitality, combining banking solutions and financial technology with friendly, attentive service. You will acquire, manage, and retain client relationships, using your financial knowledge to offer solutions that address clients’ needs and contribute to branch success. The position is at the Hilltop and 66 Branch in Shawnee, Kansas. The role requires meeting with clients in person and by phone, understanding their financial needs, recommending appropriate products and services, and helping clients use digital banking tools. You will learn banking products, services, and procedures, connect clients with specialists when needed, and comply with applicable policies, procedures, and regulatory requirements. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment and continued employment are contingent on meeting these requirements, including applicable background and financial-responsibility reviews and timely registration, renewal, and updates.

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 different needs.
  • Ability to resolve client issues quickly and effectively with attention to detail.
  • High school degree, GED, or foreign equivalent.
  • Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants without licenses must obtain them 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, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates.
  • NMLS registration under the SAFE Act, or an update to an existing registration, immediately after starting employment, with timely annual renewals and required updates.

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 that exceeds client expectations.
  • Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand their financial needs, and recommend suitable products and services.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand clients and anticipate their needs.
  • Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to consult with clients effectively.
  • 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 required training.
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