Relationship Banker - Asheville - Asheville, NC

JPMorganChase•Asheville, NC
•Onsite

About The Position

As a 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 create memorable client experiences. You lead efforts to acquire, manage, and retain meaningful client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The role includes managing and meeting with assigned clients, educating them about digital banking tools, and connecting them with specialists when their needs call for it. You must learn banking products and procedures, follow applicable policies and regulations, and work branch hours that include weekends and some evenings. The position 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 licensing, registration, and compliance requirements.

Requirements

  • At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing clients, deepening relationships, and delivering results.
  • Ability to create memorable client experiences.
  • Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients’ needs.
  • Ability to resolve client issues effectively and quickly with attention to detail.
  • Ability to work within established risk parameters and meet internal and external risk and compliance obligations, including required training.
  • High school degree, GED, or foreign equivalent.
  • SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
  • Ability to work branch hours, including weekends and some evenings.
  • Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, and complete required renewals and updates.

Nice To Haves

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

Responsibilities

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • Manage assigned clients and meet with them in person and by phone to build relationships, understand financial needs, and recommend suitable products and services.
  • Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
  • Educate clients about technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures and consult with clients about banking solutions.
  • Collaborate with and connect clients to appropriate experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Meet applicable Loan Originator qualification, NMLS registration, renewal, and update requirements.
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