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 support clients. You acquire, manage, and retain client relationships, understand clients’ financial needs, and recommend appropriate products and services. You also connect clients with specialists for more complex 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 and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Employment is contingent on meeting the applicable qualification and registration requirements, including successful registration after starting and timely completion of renewals and updates.

Requirements

  • At least 1 year of sales experience in Retail Banking, Financial Services, or another related industry, with 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.
  • Ability to work 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, 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.
  • 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. Any felony conviction within the last seven years disqualifies applicants.
  • NMLS registration under the SAFE Act, or updating an existing registration, immediately after starting employment, with timely completion of annual renewal and required updates thereafter.

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 financial needs, and tailor product and service recommendations.
  • Communicate clearly and consultatively, asking questions and listening to understand and anticipate clients’ needs.
  • Educate clients about and connect them to technology solutions such as 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.
  • Follow policies, procedures, and regulatory banking requirements.
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