Client Relationship Banking Specialist

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

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker to engage clients in-branch, drive relationship growth and promote banking solutions. You will use your financial knowledge to tailor recommendations and support clients with both in-branch and remote services.

The role emphasizes hospitality, collaboration with a team of experts, and adherence to regulatory requirements and internal policies.

Qualifications

• 1+ year of sales experience in Retail Banking or related fields.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Meet risk, compliance, and training requirements.
• High school diploma or equivalent; licenses or licensing within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them, and build relationships.
• Engage in consultative communication to understand needs.
• Educate clients on technology solutions and self-service tools.
• Learn products and procedures to advise on banking solutions.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Problem solving

Regulatory awareness

Multitasking

Customer service

Education

High school or equivalent

SIE/Series 6 and Life licenses eligible

Tools

Banking software

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker to engage clients in-branch, drive relationship growth and promote banking solutions. You will use your financial knowledge to tailor recommendations and support clients with both in-branch and remote services.

The role emphasizes hospitality, collaboration with a team of experts, and adherence to regulatory requirements and internal policies.