Client Relationship Advisor

JPMorganChase; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker at a Chase Branch to deliver welcoming, tailored financial guidance and services. You will build and manage client relationships, educate customers on digital tools, and collaborate with a team of experts to meet complex financial needs.

This role requires sales experience, strong communication, and compliance with banking regulations. Availability for weekend/evening hours and licensing within 180 days is essential.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven client acquisition.
• Ability to create memorable experiences for clients.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• Licensing: SIE, FINRA Series 6, state registration (63 if required), Life licenses; licenses within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person or by phone to deepen relationships.
• Communicate clearly to understand needs and tailor product recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to specialists as needed.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship building

Communication skills

Regulatory compliance

Attention to detail

Time management

Education

High school diploma / GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Relationship Banker at a Chase Branch to deliver welcoming, tailored financial guidance and services. You will build and manage client relationships, educate customers on digital tools, and collaborate with a team of experts to meet complex financial needs.

This role requires sales experience, strong communication, and compliance with banking regulations. Availability for weekend/evening hours and licensing within 180 days is essential.