Relationship Banker - Aiken, South Carolina
On-site · Aiken, South Carolina, United States
Job Summary
Relationship Banker at a Chase branch in Aiken, SC focuses on acquiring, managing, and retaining client relationships, delivering consultative financial solutions, and guiding clients through Chase digital tools like the Chase Mobile App and Chase.com. The role emphasizes assessing financial needs, tailoring product recommendations, providing friendly service, and ensuring compliance with banking policies and regulatory requirements. The position requires 1+ year of sales experience in retail banking or related industries, excellent communication, the ability to resolve client issues, and flexibility to work weekend/evening hours. Education must be a high school degree or equivalent; professional licenses (SIE, FINRA Series 6, state registration, and Life licenses) are minimum requirements, with unlicensed applicants needing license completion within 180 days of hire. Additional qualifications include licensing prerequisites under Dodd-Frank/Truth in Lending Act, NMLS registration, and adherence to regulatory standards, with preferred qualifications including a college degree or military equivalent.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results
- High school degree, GED, or foreign equivalent
- Securities Industry Essential (SIE) exam
- FINRA Series 6
- state registration (including 63 if required)
- Life licenses are minimum requirements; unlicensed applicants must obtain their licenses through JPMorganChase’s licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators; NMLS registration and SAFE Act compliance
Additional Requirements
- Felony conviction within the last seven years will disqualify from consideration (as part of licensing/fit requirements)
- NMLS registration required upon active employment; timely renewal and updates thereafter
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