Personal Banker - Small Business Specialist - Dobson & Main - Mesa, AZ
JPMorgan Chase - Mesa, AZ

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Job Description

Play a vital role in the customer banking experience at Chase! As part of JPMorgan Chase, a leading global financial services firm, Chase has over 5,500 locations where our bankers build relationships with customers and provide them with products and services to meet their ever-changing needs.

As a Personal Banker-Small Business Specialist (PB-SBS), you will execute Personal Banker behaviors with additional focus on small business customers.

You will be responsible for opening all new business accounts and ensuring the right account with convenience. You will prospect for business opportunities in the branch, and retain and grow Premier Business customers. Additionally, you will answer questions and help other PBs with business questions and opportunities.

After some period on the job, you may have the opportunity to obtain your FINRA Series 6, 63, and Life Insurance licenses to be able to provide additional products and service recommendations to customers.

You will maximize the depth and profitability of the customer's relationship by partnering with other specialists, contributing to the success of the firm and creating an outstanding customer experience.

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 re-register and move your previous registration to JPMorgan Chase's registration rolls. Your continued employment in this position with JPMorgan Chase is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process 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 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 the requirements of registration can be found at:


College degree preferred or High school degree/GED or foreign equivalent

Minimum one year retail sales experience - in person or over the phone required, or if college degree, then demonstrated leadership or goal achievement in related school activities or internships

Business banking sales or outside consultative business to business sales preferred

Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship

Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills

Understands how to present features, and benefits of products and services to customers with differing needs

Self motivated, assertive, performs well in a competitive sales environment

Professional, thorough and organized; able to follow standard operating policies and procedures

Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers

Understand how to interpret numbers, trends and data to make effective decisions

Ability to work branch hours, including weekends and some evenings

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V



Primary Location

US-AZ-Mesa-WM2154 South Dobson Rd and Mai / 42789


Retail Financial Services



Job Type



Day Job

Employee Status


Corporate Brand