Relationship Banker: Craft Memorable Client Experiences

Aumni; Cary (NC); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health coverage

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions and leveraging digital tools to enhance their financial lives.

The role requires licensing commitments, branch hours including weekends, and a strong emphasis on compliance and customer experience.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• Licensing: SIE, FINRA Series 6, state registrations (63 if required) and Life licenses; licensing within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships.
• Engage in consultative communication to understand and help clients.
• Educate clients on technology solutions (Chase Mobile, Chase.com, ATMs).
• Learn products, services, and procedures to effectively consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Relationship management

Excellent communication

Customer service

Regulatory compliance knowledge

Education

High school diploma or GED

Job description

JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions and leveraging digital tools to enhance their financial lives.

The role requires licensing commitments, branch hours including weekends, and a strong emphasis on compliance and customer experience.