Relationship Banker - Mission St Branch - San Francisco, CA - Bilingual in English and Spanish

Job Responsibilities

• Put clients first and exceed their expectations – deliver 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 understand their needs.
• Educate and connect clients to technology solutions such as the Chase Mobile App, , 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, and collaborate with and connect them to our team of experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

• 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.
• Ability to create memorable experiences for clients – 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.
• Completion of the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and life insurance licenses are minimum requirements. Unlicensed applicants must obtain these licenses through JPMorgan Chase’s licensing program within 180 days of hire, with study materials and support provided.
• Ability to work branch hours, including weekends and some evenings.
• Bilingual in English and Spanish.

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

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer for this position is contingent on JPMorgan Chase’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination that you demonstrate financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration.

Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will be required to either register on NMLS or update your existing registration to reflect your employment with JPMorgan Chase.

Your continued employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or via NMLS notifications may impact your employment with the firm. Your application details may be transferred to NMLS by JPMorgan Chase.

Please review the information you provide to Chase carefully for accuracy and consistency with any current NMLS record before submission. Further information about NMLS registration requirements can be found at (Use the "Apply for this Job" box below)..

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.