JPMorganChase
Relationship Banker II - SB - Ronald Reagan and Kauffman Loop - Georgetown, TX
JPMorganChase, Georgetown, Texas, United States, 78628
Relationship Banker II - SB - Ronald Reagan and Kauffman Loop - Georgetown, TX
Join as a Relationship Banker in a Chase Branch. You will represent our brand and culture with utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service.
Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
Responsibilities
Put clients first and exceed their expectations by delivering attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, and collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, And Skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients – elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offer contingent on review of criminal conviction history, credit report, NMLS information, and other relevant data. Any felony conviction within the last seven years disqualifies consideration. Continued employment contingent on compliance with Truth in Lending Act/Dodd‑Frank requirements. Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008, with timely renewal and updates.
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. Benefits include health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Finance and Sales
Equal Opportunity Employer / Disability / Veterans We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
Responsibilities
Put clients first and exceed their expectations by delivering attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, and collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, And Skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients – elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offer contingent on review of criminal conviction history, credit report, NMLS information, and other relevant data. Any felony conviction within the last seven years disqualifies consideration. Continued employment contingent on compliance with Truth in Lending Act/Dodd‑Frank requirements. Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008, with timely renewal and updates.
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. Benefits include health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Finance and Sales
Equal Opportunity Employer / Disability / Veterans We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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