Relationship Banker - Oakland East Shore Market - Alameda CA
Relationship Banker - Oakland East Shore Market - Alameda CA
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
You have a passion for helping customers building relationships and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint you will have the opportunity totake ownership of your career development through a variety of crosstraining opportunities.
Job responsibilities
- Delivers an exceptional customer experience by acting with a customerfirst attitude
- Manages assigned customers and proactively meets with them both in person and over the phone to build lasting relationships discover financial needs and tailor product and service recommendations
- Makes personal connections engages and educates customers asks openended questions and listens to establish trust and build lasting relationships
- Influences educates and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Learns products services and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Works in partnership 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
- 1 year of experience in Retail banking sales Financial services sales 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
- 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 both 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
Preferred qualifications capabilities and skills
- College degree or military equivalent
- Professional thorough and organized with strong followup skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies procedures and regulatory banking requirements
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.
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 JPMCs 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 online 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:
Employment Type
Full-Time
Key Skills
Similar Jobs
Dr. Job is an online platform that connects employers with skilled job seekers, facilitating the search for job opportunities and top talent. Established in 2015. Dr. Job Pro has emerged as the world premier job portal, attracting thousands of job seekers every day from all over the world.
Follow Dr.Job
Dr Job FZ LLC. 2025 © All Rights Reserved