Relationship Banker: Elevate Client Experiences

JPMorgan Chase; Charlotte (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality while leveraging banking solutions and technology. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful solutions and drive branch success.

The role requires sales experience, strong communication, and a commitment to regulatory compliance. Flexible hours including weekends will be needed; licensing within 180 days is mandatory.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services
• Ability to create memorable experiences for clients
• Excellent communication skills for in-person and phone interactions
• Ability to resolve client issues with attention to detail
• Operate within risk parameters and complete required training
• High school degree or equivalent
• SIE exam, FINRA Series 6, state registrations (including 63 if required), and Life licenses required; licenses must be obtained within 180 days of hire
• Ability to work branch hours including weekends and some evenings

Responsibilities

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

Skills

Sales experience

Relationship building

Communication skills

Regulatory compliance

Weekend availability

Education

High school diploma

College degree or military equivalent

SIE exam

FINRA Series 6

State registrations (63)

Life licenses

Job description

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality while leveraging banking solutions and technology. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful solutions and drive branch success.

The role requires sales experience, strong communication, and a commitment to regulatory compliance. Flexible hours including weekends will be needed; licensing within 180 days is mandatory.