Client Relationship Banking Advisor

JPMorgan Chase & Co.; Greensboro (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to join a branch, focusing on acquiring, managing, and retaining client relationships using financial solutions and technology. You will provide attentive service, educate clients on digital tools, and work with specialists for complex needs.

The role requires adapting to branch hours, including weekends, and maintaining compliance with banking regulations. A background in sales and strong communication are essential.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services with proven new client acquisition.
• Ability to create memorable client experiences and tailor product recommendations.
• Excellent communication skills, both in person and on the phone.
• Ability to resolve client issues with attention to detail and provide consistent service.
• Operate within risk parameters and complete required training.
• Education includes high school diploma or GED.

Responsibilities

• Put clients first and deliver attentive service in a welcoming branch environment.
• Manage assigned clients, meet with them regularly, and deepen relationships.
• Understand financial needs and tailor product recommendations accordingly.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions with team support.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Client relationship management

Sales experience

Excellent communication

Regulatory/compliance awareness

Problem solving

Time management

Education

High school diploma

SIE exam / FINRA Series 6 / state registration / Life licenses

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to join a branch, focusing on acquiring, managing, and retaining client relationships using financial solutions and technology. You will provide attentive service, educate clients on digital tools, and work with specialists for complex needs.

The role requires adapting to branch hours, including weekends, and maintaining compliance with banking regulations. A background in sales and strong communication are essential.