Relationship Banker - Trusted Financial Guide

JPMorganChase; Chapel Hill (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorganChase Chase branch is seeking a Relationship Banker to represent the brand with hospitable, knowledgeable service. You will build lasting relationships, understand financial needs, and guide clients to suitable banking solutions using digital tools like the Chase Mobile App and Chase.com.

The role requires sales experience in retail banking, strong communication, and compliance with banking rules. You will work branch hours including weekends and evenings, pursue required licenses within

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• 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.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses; unlicensed applicants must obtain licenses within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations with attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand and help clients, building trust.
• Educate clients to use digital tools like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Banking knowledge

Regulatory compliance

Licensing program enrollment

Weekend/evening availability

High school degree

Licensing requirements

Education

High school diploma/GED

College degree (preferred)

Job description

JPMorganChase Chase branch is seeking a Relationship Banker to represent the brand with hospitable, knowledgeable service. You will build lasting relationships, understand financial needs, and guide clients to suitable banking solutions using digital tools like the Chase Mobile App and Chase.com.

The role requires sales experience in retail banking, strong communication, and compliance with banking rules. You will work branch hours including weekends and evenings, pursue required licenses within