Relationship Banker - Seattle Metro Market - Seattle, WA and Surrounding Areas

JPMorganChase • Seattle, WA

2d • 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 acquire, manage, and retain client relationships, draw on your financial knowledge to recommend thoughtful solutions, and contribute to branch success.

The role requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting those requirements, including successful registration after starting and timely completion of annual renewals and updates. Employment offers are also contingent on JPMorganChase review of relevant background and financial information; felony convictions within the last seven years disqualify candidates.

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 meet risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (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 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 and SAFE Act NMLS registration requirements.
• Successful NMLS registration immediately after start date, with timely annual renewal and required updates thereafter.

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, politely, and consultatively; ask questions, listen, and anticipate client needs to build trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with 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.
• Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register with NMLS or update an existing registration as needed, and complete required annual renewals and updates.

What This Job Offers

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