Relationship Banker - Hernando - Hernando, MS (New Build)
JPMorgan Chase & Co., Hernando, MS, United States
Job Overview
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, and collaborate with 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 a 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.
Completion of the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. All unlicensed applicants must obtain these licenses through JPMorgan Chase’s licensing program within 180 days of hire.
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.
Licensing & Compliance Requirements This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
Upon active employment, you will be required to register on NMLS or update your existing registration immediately after your start date, and to complete all required annual renewals and updates thereafter.
Your continued employment in this position is contingent upon compliance with the SAFE Act and the Truth in Lending Act/Dodd‑Frank Loan Originator requirements, including a thorough review of criminal history, credit reports, and other relevant information.
Equal Opportunity Employer / Disability / Veterans We recognize that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success.
We are an equal‑opportunity employer and place a high value on diversity and inclusion.
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.
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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, and collaborate with 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 a 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.
Completion of the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. All unlicensed applicants must obtain these licenses through JPMorgan Chase’s licensing program within 180 days of hire.
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.
Licensing & Compliance Requirements This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
Upon active employment, you will be required to register on NMLS or update your existing registration immediately after your start date, and to complete all required annual renewals and updates thereafter.
Your continued employment in this position is contingent upon compliance with the SAFE Act and the Truth in Lending Act/Dodd‑Frank Loan Originator requirements, including a thorough review of criminal history, credit reports, and other relevant information.
Equal Opportunity Employer / Disability / Veterans We recognize that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success.
We are an equal‑opportunity employer and place a high value on diversity and inclusion.
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.
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