Relationship Banker - Greater Baltimore Market - Baltimore, Maryland
About The Position
As a Relationship Banker in a Chase Branch, you represent Chase’s 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, apply financial knowledge to recommend solutions for clients’ needs, and contribute to branch success. The role involves meeting with assigned clients in person and by phone, understanding their financial needs, recommending products and services, and connecting them with technology and specialized financial experts. Bankers must learn products, services, and procedures and comply with applicable policies, procedures, and regulatory requirements. The position requires branch-hour availability, including weekends and some evenings, as well as required securities, state, life, and NMLS licensing and registration.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success acquiring 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 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.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain licenses through JPMC’s 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 required review of criminal conviction history, credit report, NMLS information, and other relevant information.
- Register with the NMLS under the SAFE Act immediately after starting employment and comply with annual renewal and update requirements.
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 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 and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures to consult with clients about banking solutions and connect them with experts for specialized financial needs.
- Comply with policies, procedures, and regulatory banking requirements.
- Complete required risk and compliance training and meet internal and external risk obligations.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) after starting employment and complete required renewals and updates.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
