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

JPMorganChase • Clayton, NC

5d • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by delivering 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 recommend solutions that address clients’ needs and contribute to the branch’s success.

You proactively meet with assigned clients in person and by phone, build trust through consultative communication, and connect clients with appropriate products, services, technology, and specialized expertise. You must learn banking products and procedures and follow applicable policies, risk controls, and regulatory requirements. The role requires working branch hours, including weekends and some evenings. This position is subject to Dodd-Frank/Truth in Lending Act Loan Originator requirements and requires NMLS registration under the SAFE Act.

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 different needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to work within established risk parameters and meet risk and compliance obligations.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants 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, including the firm’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Register with or update registration in the NMLS upon active employment and comply with SAFE Act registration, annual renewal, and update requirements.

Nice To Haves

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

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
• Manage assigned clients and meet with them proactively in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• 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.

What This Job Offers

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