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JP Morgan Chase

Runs a consumer bank and an investment bank

Relationship Banker-Northeast Market - Spring, TX Area, Houston, TX

Retail & Commercial BankingPosted on Nov 9
Full-timeSpring, TX, USANo salary listedIn-person

About the Job

Requirements

  • At least 1 year of sales experience in retail banking, financial services, or another related industry, with proven success establishing new clients, deepening relationships, and delivering results.
  • Ability to create memorable experiences for clients and elevate the client experience.
  • Ability to communicate effectively in person and over the phone, tailoring product and service features and benefits to clients with differing needs.
  • Ability to resolve client issues quickly and effectively with attention to detail and provide a consistent client experience.
  • Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • High school degree, GED, or foreign equivalent.
  • Securities Industry Essentials exam, FINRA Series 6, state registration including Series 63 if required, and life insurance licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC's licensing program within 180 days of hire; study materials and support are provided.
  • Ability to work branch hours, including weekends and some evenings.
  • Must satisfy Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates.
  • Must register with the National Mortgage Licensing System and Registry under the SAFE Act, or update an existing registration, immediately after starting; continued employment requires compliance, annual renewal, and timely updates.

Responsibilities

  • Represent the Chase brand and culture in a branch, using banking solutions and financial technology alongside attentive client service.
  • Acquire, manage, and retain client relationships by using financial knowledge to offer solutions that address clients' financial needs and contribute to branch success.
  • Deliver attentive, friendly service and create a welcoming environment for clients.
  • Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
  • Communicate clearly, politely, and consultatively; ask questions, listen, anticipate client needs, and build trust.
  • Educate and connect clients to technology solutions, including the Chase Mobile App, Chase.com, and ATMs, to support their banking needs.
  • Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions, and collaborate with and connect clients to experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.

Desired Qualifications

  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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