Client-Focused Banking Relationship Specialist

JPMorgan Chase & Co.; Chapel Hill (NC); On-site; USD 42,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in North Carolina's Chapel Hill branch is seeking a Relationship Banker to deliver hospitality and strategic financial guidance.

You will acquire, manage, and retain client relationships, leveraging Chase’s digital tools to provide thoughtful solutions and build trust. You will engage clients face-to-face and by phone, educate them on banking products, adhere to regulatory requirements, and collaborate with a team of experts to address complex financial needs.

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.
• 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.

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 relationships

Communication skills

Problem solving

Regulatory compliance

Weekend/evening hours

Education

High school diploma or GED

Tools

SIE exam

FINRA Series 6

State registration (63)

Life license

Job description

JPMorgan Chase & Co. in North Carolina's Chapel Hill branch is seeking a Relationship Banker to deliver hospitality and strategic financial guidance.

You will acquire, manage, and retain client relationships, leveraging Chase’s digital tools to provide thoughtful solutions and build trust. You will engage clients face-to-face and by phone, educate them on banking products, adhere to regulatory requirements, and collaborate with a team of experts to address complex financial needs.