Banker Jobs

About The Position

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success acquiring 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 clients with differing needs.
• Ability to resolve client issues promptly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations.
• 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; unlicensed applicants must obtain licenses through JPMC's licensing 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, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
• NMLS registration under the SAFE Act of 2008, with successful registration immediately after the start date and compliance with annual renewal and update requirements.

Nice To Haves

• College degree or military equivalent.
• Experience following 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 and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively on banking solutions and connect clients with specialists for their financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet risk and compliance obligations, including completing required training.
• Register on or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewals and required updates.