Client Relationship Advisor – Banking & Tech Solutions

JPMorgan Chase & Co.; Greenville (SC); On-site; USD 42,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Greenville, SC is seeking a Relationship Banker at a Chase Branch to welcome clients, understand their financial needs, and recommend thoughtful solutions that fit their goals for today and tomorrow.

You will actively grow relationships, deliver friendly, consultative service, help clients navigate digital tools like Chase Mobile App and Chase.com, and maintain compliance with banking regulations.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Ability to create memorable client experiences.
• Excellent communication in person and by phone.
• Ability to meet regulatory and risk requirements.
• SIE, Series 6, and appropriate state licenses are minimum requirements; unlicensed applicants must obtain licenses within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person and over the phone.
• Provide consultative recommendations after understanding financial needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Relationship management

Communication skills

Regulatory compliance

Licensing knowledge

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. in Greenville, SC is seeking a Relationship Banker at a Chase Branch to welcome clients, understand their financial needs, and recommend thoughtful solutions that fit their goals for today and tomorrow.

You will actively grow relationships, deliver friendly, consultative service, help clients navigate digital tools like Chase Mobile App and Chase.com, and maintain compliance with banking regulations.