Relationship Banker - Anderson Branch - Anderson, SC

JPMorganChase•Anderson, SC

1d•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 positive experiences for clients. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. The position involves building trust through consultative communication, meeting with assigned clients in person and by phone, and helping them use digital banking tools. You learn banking products, services, and procedures, connect clients with specialists when needed, and follow applicable policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings. The role is subject to Dodd-Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment and continued employment are contingent on meeting the applicable qualification, registration, renewal, and compliance requirements.

Requirements

At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing new 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 quickly and effectively with attention to detail and consistent service.
Ability to work branch hours, including weekends and some evenings.
High school degree, GED, or foreign equivalent.
Securities Industry Essential (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.
Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the applicable review of criminal conviction history, credit report, NMLS information, and other relevant information.
NMLS registration under the SAFE Act, with successful registration immediately after starting and timely completion of annual renewal and required updates.
A felony conviction within the last seven years disqualifies applicants from consideration.

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 proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
Communicate clearly and politely, ask questions, listen to understand, anticipate client needs, and build trust.
Educate clients about 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, and regulatory banking requirements.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
Register on NMLS or update an existing registration after starting, and complete required annual renewals and updates.