Relationship Banker - Raleigh Durham West Area - Cary, NC

JPMorgan Chase & Co.•Durham, NC

22h•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 take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to understand clients’ needs and recommend thoughtful banking solutions. The role involves proactively meeting assigned clients in person and by phone, communicating consultatively, connecting clients with digital banking tools and specialized experts, and learning products, services, and procedures. You must also follow applicable policies, procedures, risk controls, and regulatory requirements. The position requires working branch hours, including weekends and some evenings, and is subject to loan-originator qualification and NMLS registration 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.
Ability to operate within established risk parameters and meet risk, compliance, and training obligations.
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 are minimum requirements. 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, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates.
Comply with the SAFE Act, including successful NMLS registration immediately after the start date and timely annual renewal and required updates.

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 proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
Communicate clearly and consultatively, asking questions and listening to understand clients’ 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 with NMLS, or update an existing registration, as required upon active employment, and complete required annual renewals and updates.