Client-Centric Relationship Banking Advisor

JPMorgan Chase & Co.; Clayton (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

JPMorgan Chase & Co. in Clayton, North Carolina is seeking a Relationship Banker to represent our brand with hospitality, using banking solutions and technology to meet client needs.

You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to improve their lives and support branch success. The ideal candidate has 1+ year of sales experience in retail banking or financial services, strong communication skills, and a commitment to regulatory compliance.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Ability to create memorable client experiences.
• Excellent in-person and phone communication skills.
• Strong problem-solving and attentive client service.
• Ability to operate within risk and compliance requirements and complete required training.
• Carry out 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

Customer experience

Communication skills

Issue resolution

Regulatory compliance

Education

High school diploma

SIE license & FINRA Series 6

State registration (63)

Job description

JPMorgan Chase & Co. in Clayton, North Carolina is seeking a Relationship Banker to represent our brand with hospitality, using banking solutions and technology to meet client needs.

You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to improve their lives and support branch success. The ideal candidate has 1+ year of sales experience in retail banking or financial services, strong communication skills, and a commitment to regulatory compliance.