Relationship Banking Specialist

JPMorgan Chase & Co.; Anderson (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in Anderson, SC is seeking a Relationship Banker to represent our brand with hospitality, using Chase solutions and friendly service to engage clients.

You will focus on acquiring, managing, and retaining relationships while guiding clients to suitable banking products. The role requires strong sales and communication skills, experience in retail banking, and the ability to work weekends and some evenings in a customer-facing branch.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationship

Communication skills

Education

High school diploma or GED

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses

NMLS registration

Job description

JPMorgan Chase & Co. in Anderson, SC is seeking a Relationship Banker to represent our brand with hospitality, using Chase solutions and friendly service to engage clients.

You will focus on acquiring, managing, and retaining relationships while guiding clients to suitable banking products. The role requires strong sales and communication skills, experience in retail banking, and the ability to work weekends and some evenings in a customer-facing branch.