Relationship Banker - Mountain View Branch -Mountain View, CA

JPMorganChase•Mountain View, CA

6h•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, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. You meet with assigned clients in person and by phone, learn their financial needs, recommend relevant products and services, and connect them with digital banking tools or specialist colleagues when appropriate. The role also requires learning and following banking products, procedures, policies, and regulatory requirements. Applicants must meet licensing requirements; those who are not already licensed must obtain the required licenses through JPMC’s licensing program within 180 days of hire. The position also requires NMLS registration and compliance with applicable SAFE Act, Dodd-Frank/Truth in Lending Act, and FDIA 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 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 work within established risk parameters and meet risk and compliance obligations, including required training.
High school degree, GED, or foreign equivalent.
Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain required 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.
Meet applicable FDIA, Dodd-Frank/Truth in Lending Act Loan Originator, and SAFE Act requirements, including NMLS registration and ongoing compliance.

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 relationships, understand their 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 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.
Resolve client issues quickly and accurately while providing a consistent client experience.
Operate within 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 on or update NMLS registration as required and comply with ongoing SAFE Act requirements.