Relationship Banker - (New Build) Flowers - Clayton, NC

JPMorgan Chase & Co. • Raleigh, NC

5d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent Chase’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to offer thoughtful solutions that address clients’ needs and contribute to branch success.

The role includes proactively meeting assigned clients in person and by phone, understanding their financial needs, and recommending appropriate products and services. You educate clients about digital banking options and connect them with specialists when they have more complex financial needs. You must learn products, services, and procedures quickly and accurately and comply with banking policies, procedures, and regulatory requirements.

This position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting the applicable qualification, registration, and compliance requirements. Unlicensed applicants must obtain required securities and insurance licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

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 a consistent client experience.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, 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.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; an offer is contingent on JPMC’s review of relevant background and financial information.
• Register with NMLS or update an existing registration as necessary upon active employment, and comply with SAFE Act registration, renewal, and update requirements.

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 that exceeds client expectations.
• 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, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
• Educate clients about 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.
• Complete required risk and compliance training and meet internal and external risk and compliance obligations.
• Register with or update the National Mortgage Licensing System and Registry as required, and meet ongoing SAFE Act requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED