Associate Relationship Banker - Charleston Market - Charleston, SC

JPMorgan Chase & Co.•Summerville, SC
•Onsite

About The Position

As an Associate Relationship Banker in a Chase Branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to assist clients. You welcome and help walk-in and scheduled clients, understand their financial needs, and recommend appropriate products and services to support their banking goals and contribute to branch success. The position requires compliance with banking policies, procedures, regulatory requirements, and applicable risk and compliance obligations. The role is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on meeting the applicable qualification, registration, renewal, and update requirements.

Requirements

  • High school degree, GED, or foreign equivalent.
  • Ability to create memorable client experiences and elevate the client experience.
  • Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
  • Ability to resolve client issues quickly and effectively, with attention to detail.
  • Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
  • Ability to work branch hours, including weekends and some evenings.
  • Meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
  • Register on NMLS or update an existing registration as necessary after starting employment, and complete annual renewals and required updates under the SAFE Act.

Nice To Haves

  • One or more years of sales experience in retail, financial services, or related industries, with proven success establishing new clients, deepening relationships, and delivering results.
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

  • Deliver attentive, friendly service and create a welcoming environment for clients.
  • Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the phone, build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Educate clients and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Adhere to policies, procedures, regulatory banking requirements, and risk and compliance obligations, including required training.
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