Client-Focused Relationship Banker

JP Morgan Chase; MacGregor Park (NC); On-site; USD 42,000 - 68,000; Full time

Job summary

JP Morgan Chase is seeking a Relationship Banker to embody our hospitality-focused brand in a Chase Branch. You will play a lead role in acquiring, managing, and retaining client relationships while leveraging banking solutions and technology to simplify finances.

You will deliver attentive service, tailor recommendations, and educate clients on digital tools. The role requires weekend/evening availability and a strong commitment to regulatory compliance and accuracy.

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 clients.
• 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.
• Operate within established risk parameters/tolerances and meet risk/compliance obligations, including completion of required training.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
• Ability to work 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

Client relationship

Excellent communication

Problem solving

Regulatory compliance awareness

Weekend/evening availability

Education

High school diploma or GED

Job description

JP Morgan Chase is seeking a Relationship Banker to embody our hospitality-focused brand in a Chase Branch. You will play a lead role in acquiring, managing, and retaining client relationships while leveraging banking solutions and technology to simplify finances.

You will deliver attentive service, tailor recommendations, and educate clients on digital tools. The role requires weekend/evening availability and a strong commitment to regulatory compliance and accuracy.