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JPMorgan Relationship Banker - Lakewood Ranch SR Bradenton FL United States, Florida, Bradenton 131340325
17.08.2024
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As a Relationship Banker in our Branch Banking team, you’ll take a lead role in delivering outstanding experience to Chase customers. You’ll acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You’ll be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.
Job Responsibilities
- Deliver exceptional customer experience by acting with a customer-first attitude
- Manage assigned customers and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
- Strong desire and ability to influence, educate, and connect customers to technology
- Possess initiative, and knowledge to provide financial options for customers using a consultative approach
- Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together
- Partner with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required Qualifications, Capabilities and Skills
- At least one year experience in:
- Retail banking sales, or
- Financial services sales, or
- Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- High school degree, GED or foreign equivalent required
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs
- Ability to work branch hours, including weekends and some evenings
- Compliance with Dodd Frank/Truth in Lending Act
Preferred Qualifications, Capabilities and Skills
- College degree or military equivalent strongly preferred
- Professional, thorough, and organized with strong follow-up skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be 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. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
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