Relationship Banker - Main & Raymond - Alhambra, CA
JPMorganChase, Alhambra, California, us, 91802
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.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Responsibilities
Put clients first and exceed their expectations – deliver 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, as well as 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 Essential (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.
Regulatory and Legal Information This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of criminal conviction history, credit report, information available through NMLS, and other factors showing financial responsibility and fitness. Felony convictions within the last seven years may disqualify a candidate. Employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and successful NMLS registration.
Upon active employment, you will be required to register with the National Mortgage Licensing System and Registry (NMLS) or update existing registration to reflect employment with JPMorganChase. Compliance with the SAFE Act, including timely renewal and updates, is required. Information from registration processes may impact employment. Review all information for accuracy before submitting. More information about NMLS and registration can be found at http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
This position is subject to Section 19 of the Federal Deposit Insurance Act. Offer is contingent on JPMorganChase’s review of criminal conviction history.
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 also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. We provide a range of benefits and programs to meet employee needs, including health care, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits are provided during the hiring process.
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate based on protected attributes and we provide reasonable accommodations for applicants and employees. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr
Responsibilities
Put clients first and exceed their expectations – deliver 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, as well as 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 Essential (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.
Regulatory and Legal Information This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of criminal conviction history, credit report, information available through NMLS, and other factors showing financial responsibility and fitness. Felony convictions within the last seven years may disqualify a candidate. Employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and successful NMLS registration.
Upon active employment, you will be required to register with the National Mortgage Licensing System and Registry (NMLS) or update existing registration to reflect employment with JPMorganChase. Compliance with the SAFE Act, including timely renewal and updates, is required. Information from registration processes may impact employment. Review all information for accuracy before submitting. More information about NMLS and registration can be found at http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
This position is subject to Section 19 of the Federal Deposit Insurance Act. Offer is contingent on JPMorganChase’s review of criminal conviction history.
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 also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. We provide a range of benefits and programs to meet employee needs, including health care, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits are provided during the hiring process.
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate based on protected attributes and we provide reasonable accommodations for applicants and employees. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr