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JPMorgan Chase3 weeks ago

Relationship Banker - Monterrey - Baton Rouge, LA

On-site · Baton Rouge, Louisiana, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Financial Services

Job Summary

Relationship Banker in a Chase Branch responsible for acquiring, managing, and retaining client relationships by delivering attentive service, guiding clients to technology solutions, and coordinating with experts to address financial needs. Responsibilities include meeting with clients in person and by phone, tailoring product and service recommendations, educating clients on Chase mobile and online tools, maintaining compliance with banking policies and regulatory requirements, and ensuring a high-quality client experience. Requires 1+ year sales experience in banking/financial services, strong communication, risk-awareness, and the ability to work flexible branch hours. Education at least a high school diploma or GED; professional licenses and NMLS registration may be required within onboarding timelines. Preferred qualifications include a college degree or military experience, familiarity with banking procedures, and knowledge of Dodd-Frank/Truth in Lending Act rules.

Required Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or 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 JPMorganChase’s licensing program within 180 days of hire
  • Ability to work branch hours including weekends and some evenings
  • National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 (contingent on active employment)

Additional Requirements

  • Criminal conviction history review via NMLS and related requirements for loan originator role (contingent on compliance)
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JPMorgan Chase

Relationship Banker - Monterrey - Baton Rouge, LA

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