Relationship Banker-Grand Parkway Branch-Katy ,TX

JPMorganChase • Katy, TX

8d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the company’s brand and culture through welcoming, attentive service and use of current banking solutions and financial technology. You acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

The role includes meeting with assigned clients in person and by phone, understanding their financial needs, helping them use Chase’s digital and self-service banking tools, and connecting them with specialists when needed. The position is subject to banking policies and regulatory requirements, as well as Dodd-Frank/Truth in Lending Act loan-originator qualifications and SAFE Act NMLS registration requirements. Continued employment is contingent on meeting those requirements.

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 phone communication skills, including tailoring product and service features and benefits to different client 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 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. Applicants without licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Meet Dodd-Frank/Truth in Lending Act loan-originator qualification requirements, including applicable criminal-history and credit review.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and complete required renewals 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 proactively meet with them in person and by phone to build lasting 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 technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively with clients and connect them with experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Work branch hours, including weekends and some evenings.

What This Job Offers

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