Talent.com
Relationship Banker - Trade and Tryon - Charlotte, NC
Relationship Banker - Trade and Tryon - Charlotte, NCNorth Carolina Staffing • Charlotte, NC, US
Relationship Banker - Trade and Tryon - Charlotte, NC

Relationship Banker - Trade and Tryon - Charlotte, NC

North Carolina Staffing • Charlotte, NC, US
6 days ago
Job type
  • Full-time
Job description

Job Opportunity At Chase

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.

Job 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.

Required Qualifications, Capabilities, and Skills

  • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
  • Ability to create memorable experiences for our clients - elevate the client experience.
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
  • Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
  • 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.
  • Preferred Qualifications, Capabilities, and Skills

  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
  • 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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

    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. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, 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

    Create a job alert for this search

    Relationship Banker • Charlotte, NC, US

    Related jobs
    Remote Forex Currency Trader Job in Charlotte, NC | Full Time

    Remote Forex Currency Trader Job in Charlotte, NC | Full Time

    Maverick Currencies • Charlotte, NC
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 30+ days ago • Promoted
    Retail Relationship Banker

    Retail Relationship Banker

    Bank of Montreal • Mooresville, North Carolina, USA
    Full-time +1
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...Show more
    Last updated: 5 hours ago • Promoted • New!
    Commercial Banker

    Commercial Banker

    First National Bank of Pennsylvania • Charlotte, NC, United States
    Full-time
    Make a difference - for us and for your future.Commercial Banking Team Leader.This position is primarily responsible for developing new and existing commercial loan business relationships, administ...Show more
    Last updated: 30+ days ago • Promoted
    Remote Forex Currency Trader Job in Charlotte, NC | Part Time

    Remote Forex Currency Trader Job in Charlotte, NC | Part Time

    Maverick Currencies • Charlotte, NC
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 30+ days ago • Promoted
    Remote Forex Trader Job in Charlotte, NC | Full Time

    Remote Forex Trader Job in Charlotte, NC | Full Time

    Maverick Currencies • Charlotte, NC
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker or Senior Relationship Banker - Promenade

    Relationship Banker or Senior Relationship Banker - Promenade

    North Carolina Staffing • Charlotte, NC, US
    Full-time +1
    Language Fluency : English (Required).Work Shift : 1st shift (United States of America).Please review the following job description : . Responsible for providing an industry leading client service exper...Show more
    Last updated: 1 day ago • Promoted
    Bilingual Teller Retail Banker

    Bilingual Teller Retail Banker

    Woodforest National Bank • Gastonia, NC, United States
    Full-time
    Take the next step toward your new career today!.Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodf...Show more
    Last updated: 21 days ago • Promoted
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • Charlotte, NC
    Remote
    Full-time +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...Show more
    Last updated: 30+ days ago • Promoted
    Lead Relationship Banker - Park Rd

    Lead Relationship Banker - Park Rd

    Truliant Federal Credit Union • Charlotte, NC, US
    Full-time
    Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationship...Show more
    Last updated: 20 days ago • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Charlotte, NC, USA
    Remote
    Part-time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more
    Last updated: 30+ days ago • Promoted
    Remote Options Trader Job in Charlotte, NC | Part Time

    Remote Options Trader Job in Charlotte, NC | Part Time

    Maverick Trading • Charlotte, NC, USA
    Remote
    Part-time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more
    Last updated: 30+ days ago • Promoted
    Remote Forex Trader Job in Charlotte, NC | Part Time

    Remote Forex Trader Job in Charlotte, NC | Part Time

    Maverick Currencies • Charlotte, NC
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 30+ days ago • Promoted
    Bilingual Teller Retail Banker

    Bilingual Teller Retail Banker

    North Carolina Staffing • Huntersville, NC, US
    Full-time
    Bilingual Teller Retail Banker.Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning bank that is one of th...Show more
    Last updated: 26 days ago • Promoted
    Personal Banker Associate I- CLT South

    Personal Banker Associate I- CLT South

    Fifth Third Bancorp • Charlotte, NC, US
    Full-time
    Make Banking A Fifth Third Better.Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in oper...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker - (New Build) Waverly - Charlotte, NC

    Relationship Banker - (New Build) Waverly - Charlotte, NC

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show more
    Last updated: 5 days ago • Promoted
    Remote Forex Trader

    Remote Forex Trader

    Maverick Currencies • Charlotte, NC
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 18 days ago • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    Chicago Staffing • Charlotte, NC, US
    Full-time
    Associate Relationship Manager (Commercial Banking Program Associate).Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager to join the Banker Development ...Show more
    Last updated: 2 days ago • Promoted
    Senior Relationship Banker

    Senior Relationship Banker

    First National Bank of Pennsylvania • Charlotte, NC, United States
    Full-time
    Make a difference - for us and for your future.This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible...Show more
    Last updated: 30+ days ago • Promoted