Relationship Banker - Raleigh Durham West Area - Cary, NC

JPMorganChase • Cary, NC

5d • 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 your financial knowledge, you offer thoughtful solutions that address clients’ financial needs and contribute to branch success.

You proactively meet with assigned clients in person and by phone to understand their needs, build lasting relationships, and recommend suitable products and services. You also help clients use digital banking tools, learn and explain banking products and procedures, connect clients with specialized experts, and comply with banking policies, procedures, and regulatory requirements.

The role requires the SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the required licenses through JPMC’s licensing program within 180 days of hire. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable qualification, registration, renewal, and update requirements.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or another 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 completing required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain their 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; employment offers are contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with the NMLS or update an existing registration as required 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

• Provide attentive, friendly service and create a welcoming environment that puts clients first.
• Manage assigned clients and meet with them proactively, both in person and over the phone, to build lasting relationships and understand their financial needs.
• Tailor product and service recommendations to clients’ needs.
• 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 effectively about banking solutions.
• Collaborate with and connect clients to the appropriate team experts for specialized financial needs.
• Adhere to banking policies, procedures, and regulatory requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.

What This Job Offers

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