Relationship Banker - Stone Valley and Danville Blvd - Alamo Ca

JPMorgan Chase & Co.•Alamo, CA

19d•$25 - $33•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the brand and its culture through attentive, welcoming service and the use of banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role involves building relationships with assigned clients through in-person and phone conversations, understanding their financial needs, and recommending suitable products and services. You also help clients use Chase digital and self-service tools, learn banking products and procedures, connect clients with specialists when needed, and comply with banking policies and regulations. Branch hours include weekends and some evenings. Employment is subject to applicable Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act requirements, including reviews of relevant criminal, credit, and licensing information. The position also requires NMLS registration under the SAFE Act, with ongoing compliance and renewal requirements.

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 differing needs.
Ability to resolve client issues quickly and effectively, with attention to detail and a consistent client experience.
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 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 licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Meet applicable Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act qualification requirements.
Comply with SAFE Act requirements, including NMLS registration immediately after the start date and timely annual renewal and updates.

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 meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
Communicate clearly and consultatively; ask questions and listen 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 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.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
Work branch hours, including weekends and some evenings.
Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
Register or update NMLS registration upon active employment and maintain compliance with SAFE Act registration, renewal, and update requirements.