Relationship Banker - Moss Bluff Branch - Moss Bluff, LA

JPMorgan Chase & Co.•Moss Bluff, TX

About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships. Using your financial knowledge, you offer thoughtful solutions that address clients’ financial needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background and financial information and a determination of financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies applicants. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on successful registration after starting and timely 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 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 different 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.
  • SIE exam, FINRA Series 6, applicable 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.
  • Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of relevant criminal conviction history, credit report, NMLS information, and other relevant information.
  • Register with NMLS or update existing registration after starting employment, and comply with SAFE Act registration, renewal, and update requirements.

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 relationships, understand financial needs, and tailor product and service recommendations.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand clients’ needs and build trust.
  • Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Complete required risk and compliance training and meet applicable risk and compliance obligations.
  • Register or update registration with NMLS as required, and complete annual renewals and required updates.
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