JPMorganChase
Relationship Banker - Silicon Valley Market - San Jose, CA
JPMorganChase, San Jose, California, United States, 95199
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.
Job 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 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, as well as collaborate with and connect them to 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.
Must hold the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. Unlicensed applicants must obtain their licenses through JPMC'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.
Dodd Frank/Truth in Lending Act and NMLS Requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on compliance with the SAFE Act, successful registration in the National Mortgage Licensing System and Registry (NMLS) immediately after the start date, and timely renewal thereafter.
Equal Opportunity Employer / Disability / Veterans 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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Job 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 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, as well as collaborate with and connect them to 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.
Must hold the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. Unlicensed applicants must obtain their licenses through JPMC'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.
Dodd Frank/Truth in Lending Act and NMLS Requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on compliance with the SAFE Act, successful registration in the National Mortgage Licensing System and Registry (NMLS) immediately after the start date, and timely renewal thereafter.
Equal Opportunity Employer / Disability / Veterans 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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