Relationship Banker - West Hills - West Hills, CA
JPMorganChase, Los Angeles, CA, United States
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 with the utmost hospitality, using the latest banking solutions and 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.
Job 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 experts to address 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 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 diploma, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam and FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, with 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 is contingent on a review of your criminal conviction history, credit report, information available through NMLS, and other relevant information to demonstrate financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration. Your continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment with JPMorganChase, you will be required to register on NMLS, or update your existing registration to grant access to and reflect your employment with JPMorganChase. Continuation of employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date and timely completion of annual renewal and required updates thereafter.
Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and provide reasonable accommodations for applicants and employees. We do not discriminate on the basis of any protected attribute, including race, religion, gender, sexual orientation, disability, veteran status, pregnancy, or age.
About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.
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Job 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 experts to address 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 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 diploma, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam and FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, with 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 is contingent on a review of your criminal conviction history, credit report, information available through NMLS, and other relevant information to demonstrate financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration. Your continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment with JPMorganChase, you will be required to register on NMLS, or update your existing registration to grant access to and reflect your employment with JPMorganChase. Continuation of employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date and timely completion of annual renewal and required updates thereafter.
Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and provide reasonable accommodations for applicants and employees. We do not discriminate on the basis of any protected attribute, including race, religion, gender, sexual orientation, disability, veteran status, pregnancy, or age.
About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.
#J-18808-Ljbffr