Relationship Banker - The Shoppes At University - Charlotte, NC

JPMorgan Chase Bank, N.A.
Charlotte, NC, US
Full-time

You have a passion for helping customers, building relationships, and delivering extraordinary customer service.

You are energetic and enthusiastic as the face of Chase to our retail branch customers.

From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.

You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.

You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week. Job responsibilities

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills
  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6 / 7, state registration (including 63 or 66 if required), and Life licenses are required.

All unlicensed applicants must obtain their licenses within 180 days of hire

  • Operate within established risk parameters / tolerances and meets internal / external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products / services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills
  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank / Truth in Lending Act This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators.

As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.

Note that any felony conviction within the last seven years will disqualify you from consideration for this position.

Your continued employment in this position would be contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.

Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm.

Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase.

Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.

Further information about NMLS and registration requirements of registration can be found at : http : / / mortgage.nationwidelicensingsystem.

org / SAFE / Pages / default.aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer / Disability / Veterans

4 days ago
Related jobs
Promoted
First National Bank
Charlotte, North Carolina

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F. It is the policy of FNB not to discriminate against any employee or applican...

Promoted
The Travelers Companies, Inc
Charlotte, North Carolina

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Under moderate supervision, this position is resp...

Promoted
Grainger
Charlotte, North Carolina

Check out some of the rewards available to you at Grainger Medical, dental, vision, and life insurance plans Generous paid time off (PTO) and 6 company holidays per year Automatic 6% 401(k) company contribution each pay period Employee discounts, parental leave, 3:1 match on donations and tuition re...

The University of North Carolina at Charlotte
Charlotte, North Carolina

In addition, classroom teachers will work collaboratively with parents, colleagues, administrators, College of Education faculty, and school community members to support the mission of Niner University Elementary in Charlotte, NC. Develops lesson plans and instructional materials using evidence-base...

University of North Carolina at Charlotte
Charlotte, North Carolina

UNC Charlotte also considers competence, effectiveness, and capacity, including, as appropriate, undergraduate and graduate degrees, related work experiences in the field, professional licensure and certifications, honors and awards, continuous documented excellence in teaching, or other demonstrate...

TalentPro Consulting
Charlotte, North Carolina

Candidate preferred location is near or close to Charlotte, NC. Patient education and teaching how to self-administer in the home setting. Will travel between three locations, two in Charlotte and one in Rock Hill, SC. Communicate with intake team regarding supplies needed and scheduling of patients...

University of North Carolina at Charlotte
Charlotte, North Carolina

General Information Position Number EPTF50 Working Title Adjunct/Part Time Faculty; School of Data Science Division Academic Affairs Department Coll of Computing&Informatics (Col) Work Unit School of Data Science (SDS) Work Location Varies Vacancy Open To All Candidates Position Designation Adjunct ...

University of North Carolina at Charlotte
Charlotte, North Carolina

General Information Position Number STMP15 Working Title Athletic Facilities and Event Operations Intern Division Athletics Department Athletics (Adm) Work Unit Athletics Facility Operations Work Location Fields and Courts Vacancy Open To All Candidates Position Designation Non-Student Temporary Emp...

University of North Carolina at Charlotte
Charlotte, North Carolina

General Information Position Number EPTF50 Working Title Adjunct / Part-Time Faculty; School of Nursing Division Academic Affairs Department College of Health & Human Svc (Col) Work Unit School of Nursing Work Location School of Nursing Vacancy Open To All Candidates Position Designation Adjunct / P...

University of North Carolina at Charlotte
Charlotte, North Carolina

General Information Position Number 001261 Vacancy Open to All Candidates Working Title Associate Director of Strategic Communications Position Designation EHRA Non-Faculty Employment Type Permanent - Full-time Months per Year 12 Work Schedule Monday – Friday, nights and weekends Hours per week 40 F...