Relationship Banking Advisor

JPMorgan Chase & Co.; Asheville (NC); On-site; USD 42,000 - 72,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is hiring a Relationship Banker to represent our brand with hospitality, delivering tailored financial solutions and building lasting client relationships.

You will use Chase’s technology and financial tools to meet client needs while maintaining strong regulatory practices. The role requires engaging with clients face-to-face in a branch, managing accounts, and educating customers on digital solutions.

Qualifications

• 1+ year of sales experience in Retail Banking.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements; licenses must be obtained within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication

Relationship building

Regulatory compliance

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. in the United States is hiring a Relationship Banker to represent our brand with hospitality, delivering tailored financial solutions and building lasting client relationships.

You will use Chase’s technology and financial tools to meet client needs while maintaining strong regulatory practices. The role requires engaging with clients face-to-face in a branch, managing accounts, and educating customers on digital solutions.