Relationship Banker - Irvine Market - Irvine, CA

JPMorganChase • Irvine, CA

17h • 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 positive client experiences. You acquire, manage, and retain client relationships, using financial knowledge to recommend appropriate solutions and help address clients’ financial needs.

You proactively meet with assigned clients in person and by phone, build trust through consultative communication, and connect clients with digital banking tools and specialists when appropriate. The role also requires learning banking products, services, and procedures and following applicable policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings.

The position is subject to applicable requirements under Section 19 of the Federal Deposit Insurance Act, the Dodd-Frank/Truth in Lending Act, and the SAFE Act. Continued employment is contingent on meeting relevant background, registration, licensing, and compliance requirements. Applicants who do not already hold the required licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

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 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 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 required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essential (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.
• Ability to work branch hours, including weekends and some evenings.
• Meet applicable criminal-history, financial-responsibility, character, fitness, loan-originator, and SAFE Act registration requirements for the role.

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 for clients.
• Manage assigned clients and proactively meet with them in person and over the 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 with digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures and consult with clients about banking solutions.
• Collaborate with and connect clients to specialists for their financial needs.
• Follow banking policies, procedures, and regulatory requirements, and meet applicable risk and compliance obligations.
• Complete required training and, if not already licensed, obtain required licenses through JPMC’s licensing program within 180 days of hire.
• Meet applicable NMLS registration, renewal, and update requirements under the SAFE Act.

What This Job Offers

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