Relationship Banker - Main and Huron - Ann Arbor, MI

JPMorganChase • Ann Arbor, MI

10d • Onsite

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, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The role includes meeting with assigned clients in person and by phone, learning about their financial needs, and tailoring recommendations. You educate clients about digital banking tools and connect them with specialists when appropriate. You must follow banking policies, procedures, and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act loan-originator qualifications and requires NMLS registration under the SAFE Act. Continued employment depends on meeting the applicable licensing, registration, renewal, and compliance requirements.

Requirements

• At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences.
• Excellent in-person and phone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
• Ability to resolve client issues promptly 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.
• SIE exam, FINRA Series 6, applicable 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.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act loan-originator qualification requirements, including the applicable review of criminal conviction history, credit report, NMLS information, and other relevant information.
• NMLS registration under the SAFE Act, or an update to existing registration, immediately after starting employment, with timely annual renewal 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 by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively with clients.
• Collaborate with and connect clients to experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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