Relationship Banker - (New Build) Hardeeville - Hardeeville, SC

JPMorgan Chase & Co.•Bluffton, SC
•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You acquire, manage, and retain client relationships, drawing on financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The role includes meeting assigned clients in person and by phone, understanding their financial needs, connecting them with appropriate banking products, services, digital tools, and specialized experts, and following applicable policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings.

Requirements

  • At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success acquiring clients, deepening relationships, and delivering results.
  • 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 promptly 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.
  • High school diploma, GED, or foreign equivalent.
  • Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the 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 and comply with applicable employment-contingent review requirements.
  • Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and complete required annual renewals and updates.

Nice To Haves

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

Responsibilities

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • Manage assigned clients and proactively 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 and anticipate client needs.
  • Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures and consult with clients about appropriate solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
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