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JPMorgan Chase2 months ago

Relationship Banker - Universal - North Hollywood, CA

On-site · North Hollywood, California, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking

Job Summary

Relationship Banker role at Chase Branch in North Hollywood, CA focused on acquiring, managing, and retaining client relationships through personalized financial solutions. Responsibilities include delivering attentive, hospitality-driven service; meeting with clients in person and over the phone to understand financial needs and tailor product recommendations; educating clients about technology tools like the Chase Mobile App and Chase.com; quickly learning products, procedures, and regulatory requirements; collaborating with specialists to address complex financial needs; and maintaining compliance with policies and regulatory standards. Requires 1+ year of sales experience in retail banking or related industries, strong client communication skills, ability to resolve client issues with attention to detail, and availability to work weekends and some evenings; education of High School diploma/GED or foreign equivalent; licenses in SIE, FINRA Series 6, state registration (including 63 if required), and Life licenses with JPMorganChase licensing program completion within 180 days; role may involve mortgage licensing considerations and NMLS registration per SAFE Act.

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 JPMC’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
  • Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators
  • Criminal conviction history review as part of employment process
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JPMorgan Chase

Relationship Banker - Universal - North Hollywood, CA

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