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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 support clients. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role requires bilingual Mandarin proficiency and is based in the Corona Chino Valley Market, serving Chino Hills, California, and surrounding areas. You proactively meet assigned clients in person and by phone, build trust through consultative communication, educate clients about digital banking tools, and connect them with specialists when their financial needs require it. You must learn products, services, and procedures and follow applicable banking policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings. The position is subject to applicable federal banking and loan-originator requirements, including review of criminal conviction history and other relevant information, and requires NMLS registration under the SAFE Act. Unlicensed applicants must obtain the stated securities and insurance licenses through JPMC’s licensing program within 180 days of hire. JPMorganChase offers a competitive total rewards package, with compensation and benefits subject to role, location, and eligibility.

Requirements

  • Bilingual Mandarin proficiency is required.
  • At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven success establishing new 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 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 are minimum requirements. Unlicensed applicants must obtain them 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 Section 19 of the Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements.
  • 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 that exceeds client expectations.
  • Manage assigned clients and meet with them proactively 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 and connect clients to digital banking 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.
  • Collaborate with and connect clients to appropriate experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.

Benefits

  • Competitive total rewards package.
  • Commission-based pay and/or discretionary incentive compensation may be available in eligible roles.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.

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