Relationship Banker, Linglestown Rd Branch, Harrisburg, PA

JPMorganChase • Harrisburg, PA

1d • 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 memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, drawing on financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The position requires compliance with banking policies, procedures, risk parameters, and regulatory obligations. It is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on compliance with those requirements, including successful registration after starting and timely completion of renewals and updates. Unlicensed applicants must obtain the required securities and state licenses 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 acquiring 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.
• 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 Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including applicable reviews of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Register with the NMLS under the SAFE Act, or update an existing registration as necessary, and complete required renewals and updates to remain employed.

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 clients’ needs and build trust.
• Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively and connect clients with internal 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 completing required training.

What This Job Offers

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