Relationship Banker - San Luis Obispo Market - San Luis Obispo, CA and Surrounding Areas

About the role

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.

Responsibilities

• Put clients first and exceed their expectations by delivering attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust by asking questions and listening to anticipate their needs.
• Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Requirements

• 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.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail, providing a consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• 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.

Preferred Qualifications

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

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include:

• Comprehensive health care coverage.
• On-site health and wellness centers.
• A retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Additional details about total compensation and benefits will be provided during the hiring process.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions—all while ranking first in customer satisfaction.

This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. This position is also subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination of financial responsibility, good character, and general fitness. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements, including NMLS registration under the SAFE Act of 2008.