Relationship Banker: Build Lasting Client Relationships

Fairygodboss

Charlotte (NC)

On-site

USD 42,000 - 64,000

Full time

8 days ago
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Job summary

JPMorganChase in Charlotte, NC, is seeking a Relationship Banker to help clients meet their financial needs through friendly, knowledgeable service and the latest banking tools. You will build lasting relationships, educate customers on solutions, and collaborate with specialists to deliver tailored guidance as part of a supportive branch team.

The role requires strong communication, a customer-first mindset, and compliance with banking regulations.

Qualifications

  • 1+ year of sales experience in Retail Banking or related industries.
  • Ability to create memorable client experiences and elevate service.
  • Excellent communication skills for in-person and phone interactions.

Responsibilities

  • Put clients first and deliver attentive service in a welcoming environment.
  • Manage assigned clients, meeting with them in person and by phone to build relationships.
  • Communicate clearly to understand needs and tailor product recommendations.
  • Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) for convenient banking.
  • Learn products and procedures quickly to consult on banking solutions and connect clients to specialists.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Customer service
Communication skills
Issue resolution
Regulatory compliance
Time management

Education

High school degree
College degree

Job description

JPMorganChase in Charlotte, NC, is seeking a Relationship Banker to help clients meet their financial needs through friendly, knowledgeable service and the latest banking tools. You will build lasting relationships, educate customers on solutions, and collaborate with specialists to deliver tailored guidance as part of a supportive branch team.

The role requires strong communication, a customer-first mindset, and compliance with banking regulations.

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