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Relationship Banker - Metro Southeast Market, Aurora CO

You have a passion for helping customers, building relationships, and delivering extraordinary customer service.  You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
  • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements

 

Dodd Frank/Truth in Lending Act

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: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx

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Average salary estimate

$62500 / YEARLY (est.)
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$50000K
$75000K

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What You Should Know About Relationship Banker - Metro Southeast Market, Aurora CO, Chase

Are you ready to take your passion for customer service and your expertise in banking to the next level? Join us as a Relationship Banker at Chase in the Metro Southeast Market in Aurora, Colorado! Here, you'll be the friendly face that customers turn to for all their banking needs, helping them navigate their financial journeys with confidence and ease. We value individuals who thrive on building connections and delivering exceptional service. As a Relationship Banker, you will play a vital role in managing and retaining customer relationships, actively engaging with them in person and over the phone to uncover their unique financial needs. Your consultative approach will enable you to recommend tailored products and services, all while ensuring customers are comfortable with our technology. You'll also work closely with a team of specialists, offering a cohesive experience that exemplifies Chase's commitment to quality and care. With our variety of training opportunities, you'll be encouraged to grow both personally and professionally. From mastering our products to understanding the regulatory landscape, your ongoing development is key to your success. So, if you're ready to make a tangible difference in people's lives and embark on a rewarding career path, we would love to hear from you!

Frequently Asked Questions (FAQs) for Relationship Banker - Metro Southeast Market, Aurora CO Role at Chase
What responsibilities does a Relationship Banker at Chase in Aurora CO have?

As a Relationship Banker at Chase in Aurora, CO, your core responsibilities include delivering exceptional customer service, managing assigned customer relationships, and tailoring financial solutions to meet their individual needs. You will engage with customers in both branches and over the phone, providing insights into our products, and helping them utilize technology to simplify their banking experience.

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What qualifications are required for the Relationship Banker position at Chase?

To qualify for the Relationship Banker position at Chase in Aurora, CO, candidates should possess over a year of experience in retail banking, financial services sales, or a consultative relationship sales role. A high school diploma or GED is also required, and candidates must be willing to obtain necessary licensing within the first 180 days of hire.

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How does Chase support career development for Relationship Bankers in Aurora CO?

Chase is committed to the professional growth of its employees, particularly for Relationship Bankers in Aurora, CO. Through cross-training opportunities and ongoing education about products, policies, and technology, you will have the chance to expand your skill set and explore various career paths within the company.

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What skills are necessary to succeed as a Relationship Banker at Chase?

Success as a Relationship Banker at Chase in Aurora, CO, relies on excellent communication skills, the ability to build trust, a customer-first mindset, and a thorough understanding of banking products. Additionally, being organized with strong follow-up abilities will help you manage customer relationships effectively.

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What is the work environment like for Relationship Bankers at Chase in Aurora CO?

The work environment for Relationship Bankers at Chase in Aurora, CO, is dynamic and customer-focused. You'll have the opportunity to work collaboratively with a team, engaging with customers in a vibrant branch setting while also leveraging technology to enhance customer experiences and improve operational efficiency.

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Common Interview Questions for Relationship Banker - Metro Southeast Market, Aurora CO
What motivates you to work as a Relationship Banker?

A strong answer to this question could highlight your passion for customer service and your desire to support clients in achieving their financial goals. Emphasize your commitment to making a positive impact on their lives and how this aligns with Chase's values.

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How do you handle difficult customer situations?

When asked this, a candidate should detail a specific approach, such as active listening, empathizing with the customer's feelings, and offering practical solutions that demonstrate Chase’s commitment to customer satisfaction. Sharing an example of a past experience could provide a concrete illustration of your capability.

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Can you provide an example of how you successfully built a relationship with a client?

In answering, provide a detailed example of a situation where you identified a client's needs and established trust. Highlight your use of open-ended questions and personalized service to strengthen that relationship, emphasizing continuity and follow-up to foster a lasting connection.

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What strategies do you use to meet sales goals?

Outline your approach, which may include setting measurable targets, regularly reviewing performance metrics, leveraging customer interactions to identify needs, and using that information to guide product recommendations. Mention how being proactive and organized plays a key role in achieving results.

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How do you keep yourself motivated during high-volume sales periods?

Highlight techniques such as setting personal benchmarks, focusing on customer relationships rather than just transactions, and collaborating with teammates for support and motivation during peak periods. This communicates resilience and adaptability, qualities valued by Chase.

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What do you think is essential for delivering an exceptional customer experience?

Discuss the importance of empathy, active listening, and thorough product knowledge. Explain how these elements help you connect with customers on a personal level while providing valuable insights into their financial needs, ensuring they feel understood and valued at Chase.

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Describe your experience with technology in banking.

In this answer, discuss any relevant experience using banking software, online account management tools, or customer relationship management (CRM) systems. Emphasize your ability to leverage technology to enhance customer experiences and improve branch processes at Chase.

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How do you stay informed about banking regulations and compliance?

Mention your commitment to ongoing education and training in financial compliance, referencing any relevant courses or resources you utilize. This reflects your professionalism and understanding of the importance of adhering to regulations while working as a Relationship Banker at Chase.

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How would you handle a customer who is unhappy with a banking product?

Describe a proactive approach that involves listening to the customer's concerns, acknowledging their feelings, and seeking to understand the issue fully. Share how you would offer solutions to resolve their dissatisfaction, reinforcing your commitment to customer care at Chase.

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What do you know about Chase’s products and services?

Be prepared to discuss Chase's wide range of products, including loans, credit cards, and digital banking options. This answer should demonstrate your research and enthusiasm for representing the brand effectively in the relationship banker role.

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Chase serves nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. A career at Chase offe...

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March 29, 2025

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