About The Position

As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable experiences. You will acquire, manage, and retain client relationships, draw on your financial knowledge to recommend solutions for clients’ needs, and contribute to branch success. The role involves meeting clients in person and by phone, helping them use digital banking tools, learning and explaining products and procedures, and connecting clients with specialists when needed. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including a review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates. Employment also depends on compliance with SAFE Act requirements, including NMLS registration or updating registration after starting and completing annual renewals and required updates.

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.
  • 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 meet risk and compliance obligations and complete 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 are minimum requirements. Unlicensed applicants must obtain 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.
  • Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; any felony conviction within the last seven years disqualifies candidates.
  • Must comply with SAFE Act requirements, including NMLS registration immediately after the start date and timely annual renewal and required updates.

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 relevant products and services.
  • Communicate clearly and politely, listen to clients, anticipate their needs, and build trust.
  • 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 experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
  • Register with or update NMLS registration upon active employment and complete annual renewals and required updates.
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