Relationship Banker - San Luis Obispo, Paso Robles, Arroyo Grande, Santa
Maria and Surrounding Areas, CA Req #: 180038544_1 Location: Arroyo
Grande, CA, US Job Category: Branch Banking Job Description: At JP
Morgan Chase, we have an obsession for helping our customers, taking
care of our employees, a strong commitment to diversity and inclusion,
building relationships, and delivering extraordinary customer service.
Using the latest banking solutions combined with cutting edge financial
technology youll be front and center representing our brand, and
providing superior customer service, to offer our customers the best
solutions for their financial needs. If you are passionate about people,
helping to improve the lives of our customers through financial
solutions, education and advice, and want to join an exemplary team,
then join us at JP Morgan Chase. Do you have a passion for helping
customers, building relationships and delivering extraordinary customer
service? We are looking for energetic, enthusiastic people to be the
face of Chase to our retail branch customers. From a personal
standpoint, you will 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, youll take a lead role
in delivering an outstanding experience to Chase customers. Youll
acquire, manage, retain meaningful relationships with our customers,
using your financial knowledge to offer thoughtful solutions to help
address their financial needs. Youll contribute to the success of the
branch by: * Managing assigned customers and proactively meeting with
them - in person and over the phone - to build lasting relationships,
discover financial needs and tailor product and service recommendations
- Making lives of customers easier by sharing and setting up
self-service options to access their accounts 24 hours a day/7 days a
week * Partnering with Specialists (Financial Advisors, Mortgage Bankers
and Business Relationship Managers), to connect customers to experts who
can help them with specialized financial needs * 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 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:
http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.
Desired Skills: * Delivers exceptional customer experience by acting
with a customer first attitude * Demonstrated ability to make personal
connections, engage and educate customers, ask open-ended questions and
listen to establish trust and build lasting relationships * Exudes
confidence with clients when sharing product knowledge and solutions *
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 * Strong desire and ability to influence,
educate and connect customers to technology * Possesses drive,
initiative and knowledge to provide financial options for customers
using a consultative approach * Ability to learn products, services and
procedures quickly and accurately; delivers solutions that make our One
Chase products work together * Operates within established risk
parameters/tolerances, and meets internal/external risk and compliance
obligations, including completion of required training * Professional,
thorough and organized with strong follow-up skills * Excellent
interpersonal communication skills * Engage and partner with team
members and other LOBs to offer most appropriate products * 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 * College degree or military
equivalent strongly preferred; High school degree, GED or foreign
equivalent required * FINRA Series 6/7, state registration (including 63
or 66 if required), and Life licenses are required - or must be
successfully completed within 120 days of starting in role * Ability to
work branch hours, including weekends and some evenings * Compliance
with Dodd Frank/Truth in Lending Act*