Relationship Banker: Build Lasting Client Relationships

Next Frontier Capital; Durham (NC); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

And more

Job summary

JPMorgan Chase & Co. in Durham, NC seeks a Relationship Banker to lead client relationships in a branch setting. You will acquire, manage, and retain clients, offering financial solutions to meet their needs and enhance their banking experience.

The role emphasizes hospitality, proactive client engagement, and adherence to regulatory requirements, with responsibilities spanning in-person and phone-based service and collaboration with banking specialists.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services.
• Ability to create memorable client experiences.
• Excellent communication in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Compliance with risk, privacy, and regulatory requirements.

Responsibilities

• Put clients first and exceed expectations in a banking environment.
• Manage assigned clients and proactively meet with them to deepen relationships.
• Communicate clearly to understand needs and tailor solutions.
• Educate clients on digital banking tools and solutions.
• Stay compliant with policies and regulatory guidelines.

Skills

Sales experience

Excellent communication

Customer relationship management

Regulatory compliance

Problem solving

Education

High school diploma or GED

SIE exam

FINRA Series 6 license

State registration (63 if required)

Life licenses

Job description

JPMorgan Chase & Co. in Durham, NC seeks a Relationship Banker to lead client relationships in a branch setting. You will acquire, manage, and retain clients, offering financial solutions to meet their needs and enhance their banking experience.

The role emphasizes hospitality, proactive client engagement, and adherence to regulatory requirements, with responsibilities spanning in-person and phone-based service and collaboration with banking specialists.