Relationship Banker - Minnesota Ave & Clay - Washington DC
On-site · Washington, District of Columbia, United States
Job Summary
Relationship Banker at a Chase branch in Washington DC builds and manages meaningful client relationships, leveraging banking solutions and technology to meet financial needs. Responsibilities include delivering attentive service, meeting with clients in person and by phone, tailoring product recommendations, educating clients on digital tools (Chase Mobile App, Chase.com, ATMs), learning products and procedures to consult on banking solutions, coordinating with specialists, and adhering to policies and regulatory requirements. Required skills include effective communication, sales success in financial services, risk and compliance awareness, and the ability to work flexible branch hours. The role demands high school level education or equivalent, licensing prerequisites (SIE, FINRA Series 6, state licenses, NMLS), and the ability to obtain licenses within 180 days of hire.
Required Qualifications
- 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
- High school degree, GED, or foreign equivalent
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings
- NMLS registration under the SAFE Act of 2008 is required upon active employment; must register or update existing registration as necessary
- Preferred: College degree or military equivalent
- Knowledge of banking policies, procedures, and regulatory requirements
- Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators (and related background checks)
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