Relationship Banker - Tucson East Market - Tucson, AZ
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 positive client experiences. You will acquire, manage, and retain client relationships, drawing on financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role 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 applicants from consideration. The position also requires NMLS registration under the SAFE Act, with successful registration immediately after the start date and timely annual renewals and updates. Continued employment is contingent on compliance with these 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.
- 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 consistent service.
- 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.
- SIE exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain the 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.
- Satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the required financial responsibility, character, and fitness review; a felony conviction within the last seven years disqualifies applicants.
- Register with the NMLS under the SAFE Act immediately after starting employment, or update an existing registration as necessary, and complete annual renewal and required 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 that exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and by phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, 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 and connect them with relevant experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Complete required training and meet internal and external risk and compliance obligations.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewal and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
