JPMorgan Chase

Relationship Banker - Mission and 21st Branch - San Francisco, CA (Bilingual Spanish and English Required)

Job Category:
Banking & Investments

Job Description

JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You’re energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross‑training opportunities. 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.

• 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

• 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 meet 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
• Bilingual Spanish and English Required

• 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

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…