Relationship Banker - Peninsula Market - San Francisco, CA and Surrounding Areas
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 help clients. You acquire, manage, and retain client relationships, understand financial needs, and recommend suitable products and services. You also connect clients with digital banking tools and internal experts, while following banking policies, procedures, and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting the applicable qualification, registration, renewal, and compliance requirements. The position is also subject to Section 19 of the Federal Deposit Insurance 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 completing required training.
- High school degree, GED, or foreign equivalent.
- Meet the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life license requirements. 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.
- Comply with applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of relevant records and information.
- Register or update registration with the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, and complete required annual renewals and updates.
- Meet Section 19 of the Federal Deposit Insurance Act requirements.
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 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 technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately; consult clients on banking solutions and connect them with experts for specialized financial needs.
- Follow banking policies, procedures, and regulatory requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
