SantaBarbaraRecruiter
the smart solution for Santa Barbara jobs

Relationship Banker-Santa Barbara, Ventura and Surrounding Areas, CA (Series 6, 63, and Life Preferr

Company: JPMorgan Chase & Co.
Location: Santa Barbara
Posted on: February 3, 2019

Job Description:

Relationship Banker-Santa Barbara, Ventura and Surrounding Areas, CA (Series 6, 63, and Life Preferred) Req #: 190006160_2 Location: Santa Barbara, CA,US Job Category: Branch Banking Job Description: At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you'll be front and center representing our brand, and providing superior customer service, to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, and want to join an exemplary team, then join us at JP Morgan Chase. Do you have a passion for helping customers, building relationships and delivering extraordinary customer service? We are looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers. From a personal standpoint, you will also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You'll contribute to the success of the branch by:* Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations* Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week* Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs* Adhering to policies, procedures and regulatory banking requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position 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 by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. 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. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Desired Skills:* Delivers exceptional customer experience by acting with a customer first attitude* Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships* Exudes confidence with clients when sharing product knowledge and solutions* Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs* Strong desire and ability to influence, educate and connect customers to technology* Possesses drive, initiative and knowledge to provide financial options for customers using a consultative approach* Ability to learn products, services and procedures quickly and accurately; delivers solutions that make our One Chase products work together* Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training* Professional, thorough and organized with strong follow-up skills* Excellent interpersonal communication skills* Engage and partner with team members and other LOBs to offer most appropriate products* At least one year experience in:* Retail banking sales, or* Financial services sales, or* Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results * College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required* Beginning Oct. 1,2018 if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 120 days of starting in role* Ability to work branch hours, including weekends and some evenings* Compliance with Dodd Frank/Truth in Lending Act*

Keywords: JPMorgan Chase & Co., Santa Barbara , Relationship Banker-Santa Barbara, Ventura and Surrounding Areas, CA (Series 6, 63, and Life Preferr, Other , Santa Barbara, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Be Your Own Boss - Earn $1,000 your first month, guaranteed!
Description: A job background as Senior Teller, Personal Banker, and Assistant Branch Manager would make you a strong candidate to become a Employer driver. Past work experience for on-demand marketplace companies (more...)
Company: Lyft
Location: Santa Barbara
Posted on: 02/19/2019

777 First Officer
Description: ID: 2018-1641 of Openings: 1Category: OtherOverview br br Flight Crews are responsible for the safe and reliable operation of our fleet of Boeing 777's and 737's. br br Atlas Air Worldwide is (more...)
Company: Atlas Air
Location: Oxnard
Posted on: 02/19/2019

Current College Students - Stores Executive Intern - St. Louis, MO
Description: One of the world's leading and most recognized brands comes to life in our stores, where guests are still captivated by everything that made them fall in love with Target. Our approximately 1800 locations (more...)
Company: Target
Location: San Luis Obispo
Posted on: 02/19/2019


737 First Officer
Description: ID: 2017-1528 of Openings: 1Category: OtherOverview br br Flight Crews are responsible for the safe and reliable operation of our fleet of Boeing 777's and 737's. br br Atlas Air Worldwide is (more...)
Company: Atlas Air
Location: Oxnard
Posted on: 02/19/2019

Jump-start Your Career - Serve Your Community & Change Lives (Altadena
Description: Final Deadline Alert: Applications should be submitted no later than Friday, March 1st, 2019.Who We AreTeach For America TFA is a leadership development organization focused on the systemic challenges (more...)
Company: Teach For America
Location: Altadena
Posted on: 02/19/2019

Jump-start Your Career - Serve Your Community & Change Lives (Pasadena
Description: Final Deadline Alert: Applications should be submitted no later than Friday, March 1st, 2019.Who We AreTeach For America TFA is a leadership development organization focused on the systemic challenges (more...)
Company: Teach For America
Location: Pasadena
Posted on: 02/19/2019

Teaching Position Available To Recent Grads - Earn Up To 58K!
Description: Job Description br br Applications for the upcoming deadline should be submitted no later than Friday, February 1st, 2019. br br Who We Are br br Teach For America TFA is a leadership (more...)
Company: Teach For America
Location: San Luis Obispo
Posted on: 02/19/2019

Jump-start Your Career - Serve Your Community & Change Lives (Burbank,
Description: Final Deadline Alert: Applications should be submitted no later than Friday, March 1st, 2019.Who We AreTeach For America TFA is a leadership development organization focused on the systemic challenges (more...)
Company: Teach For America
Location: Burbank
Posted on: 02/19/2019

Teaching Position Available To Recent Grads - Earn Up To 58K!
Description: Job Description br br Applications for the upcoming deadline should be submitted no later than Friday, February 1st, 2019. br br Who We Are br br Teach For America TFA is a leadership (more...)
Company: Teach For America
Location: Santa Maria
Posted on: 02/19/2019

Relationship Banker - Middle Market
Description: Middle Market Senior Relationship Banker - Pasadena 042683 California Bank and Trust, a division of ZB NA, is a leader amongst banks in California with over 10 billion in assets and nearly 100 branch (more...)
Company: California Bank & Trust
Location: Pasadena
Posted on: 02/19/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Santa Barbara RSS job feeds