Relationship Banker: Client Solutions Lead

JPMorgan Chase; Anderson (SC); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorganChase in the United States is seeking a Relationship Banker to represent the Chase brand, providing hospitality and financial guidance to clients at a branch. You will acquire, manage, and retain relationships, offering thoughtful solutions to help clients address financial needs and improve their lives.

The role emphasizes building lasting relationships, leveraging Chase’s technology, and adhering to banking regulations. Availability for weekend/evening hours is required.

Qualifications

• High school diploma or GED is required.
• SIE exam, FINRA Series 6, state registrations (63 if required) and Life licenses are minimum requirements.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive service to build trust.
• Manage assigned clients and meet with them to tailor product and service recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.

Skills

Sales experience

Client relationship building

Excellent communication

Attention to detail

Regulatory compliance

Education

High school diploma or GED

College degree preferred

SIE exam

FINRA Series 6

State registrations (including 63)

Life licenses

Job description

JPMorganChase in the United States is seeking a Relationship Banker to represent the Chase brand, providing hospitality and financial guidance to clients at a branch. You will acquire, manage, and retain relationships, offering thoughtful solutions to help clients address financial needs and improve their lives.

The role emphasizes building lasting relationships, leveraging Chase’s technology, and adhering to banking regulations. Availability for weekend/evening hours is required.