Relationship Banker - Boiling Springs Branch - Boiling Springs, SC

JPMorgan Chase & Co. • Boiling Springs, SC

14h • Onsite

About The Position

At Chase, Relationship Bankers create welcoming, memorable experiences for clients and employees while building lasting relationships through attentive service, integrity, and inclusion. In a Chase branch, the Relationship Banker represents the Chase brand and culture, combining hospitality with current banking solutions and financial technology. The role leads efforts to acquire, manage, and retain client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success.

The Relationship Banker manages assigned clients, meets with them in person and by phone, and provides consultative guidance on products, services, and digital banking tools. The position also involves connecting clients with specialists for more complex needs and complying with applicable policies, procedures, and banking regulations. Branch hours include weekends and some evenings.

The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies an applicant from consideration. NMLS registration under the SAFE Act is required upon active employment, with continued employment contingent on compliance, registration after the start date, and timely annual renewal and updates. Required securities and insurance licenses must be obtained through JPMorgan Chase’s licensing program within 180 days of hire if the applicant is unlicensed; 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.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable 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.
• Must satisfy Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies applicants.
• Must register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, after starting employment, and comply with SAFE Act requirements, including annual renewal and required updates.

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 over the 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 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.
• Follow policies, procedures, and regulatory banking requirements.
• Complete required training and meet internal and external risk and compliance obligations.
• Complete required licensing and NMLS registration, renewal, and update requirements.

What This Job Offers

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