Relationship Banker - Adair and N 4th Ave Branch - Cornelius, OR (Spanish and English Bilingual Preferred)

JPMorgan Chase & Co. • Cornelius, OR

21d • Onsite

About The Position

At Chase, the Relationship Banker represents the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. The role takes a lead in acquiring, managing, and retaining client relationships. Bankers use their financial knowledge to understand clients’ needs, recommend relevant solutions, and contribute to branch success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Continued employment depends on meeting applicable financial responsibility and fitness requirements, complying with the Truth in Lending Act and Dodd Frank requirements, and registering with and maintaining compliance with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Registration must be completed immediately after the start date, with annual renewals and updates as required.

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 and elevate the client experience.
• 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 and consistent service.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations.
• 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. Applicants who are not licensed must obtain the 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 and comply with applicable financial responsibility, character, and fitness reviews.
• Register with the NMLS or update an existing registration as required under the SAFE Act, immediately after the start date, and complete annual renewals and required updates.

Nice To Haves

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.
• Spanish and English bilingual ability preferred.

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, politely, and consultatively; ask questions and listen to understand and anticipate clients’ needs.
• Educate clients about and connect them to digital banking tools, 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 team experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet internal and external risk and compliance obligations, including completing required training.
• Register with or update the NMLS as required, and complete required annual renewals and updates.

What This Job Offers

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