Relationship Banker - Nelson - Lake Charles, LA

Location: Lake Charles, LA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JPMorgan Chase's Nelson branch in Lake Charles, LA, you will play a pivotal role in delivering exceptional client experiences that embody our commitment to hospitality and personalized financial care. In this dynamic retail banking environment, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions including checking and savings accounts, personal loans, mortgages, and investment advisory services. Your focus will be on building lasting relationships with individuals and small businesses in the local community, identifying their unique financial goals, and recommending tailored products from JPMorgan Chase's robust portfolio to drive satisfaction and loyalty. Key to success in this role is your ability to combine strong sales acumen with genuine empathy, ensuring every interaction reflects the high standards of service that define JPMorgan Chase. You will handle day-to-day transactions with precision, while proactively seeking opportunities to deepen client relationships through cross-selling initiatives and educational guidance on topics like digital banking and wealth management. Working collaboratively with branch colleagues and leveraging JPMorgan Chase's advanced technology platforms, you will contribute to branch performance metrics, including client acquisition and retention goals, all while maintaining strict adherence to federal regulations such as the Bank Secrecy Act. This position offers a rewarding opportunity to grow within one of the world's leading financial institutions, with access to ongoing training, career development programs, and a supportive team culture. If you thrive in a fast-paced setting and are passionate about empowering clients in Lake Charles to achieve financial success, join JPMorgan Chase as a Relationship Banker and help shape brighter financial futures.

Key Responsibilities

• Engage with clients in the Nelson branch to understand their financial needs and recommend appropriate JPMorgan Chase products and services
• Build and maintain long-term relationships with individual and small business clients to drive retention and growth
• Process transactions including deposits, withdrawals, and loan applications while ensuring accuracy and compliance
• Identify cross-selling opportunities for credit cards, investment services, and mortgage products
• Provide exceptional hospitality by delivering personalized client experiences aligned with JPMorgan Chase's standards
• Collaborate with branch team members and specialists to resolve complex client inquiries
• Conduct financial education sessions and community outreach in Lake Charles to enhance client trust
• Monitor client portfolios and proactively address potential issues to prevent attrition
• Adhere to all federal and state banking regulations, including risk management protocols
• Utilize CRM tools to track client interactions and sales pipelines for performance optimization

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or financial services
• Valid driver's license and ability to travel within the local market
• Strong understanding of banking products including deposits, loans, and credit services
• Ability to work flexible hours including evenings and weekends
• Compliance with all regulatory requirements such as Bank Secrecy Act and anti-money laundering policies
• Proficiency in basic computer applications and banking software

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Knowledge of JPMorgan Chase's digital banking platforms and tools
• Bilingual skills, particularly Spanish or French, to serve diverse client bases in Louisiana
• Certification in financial services such as Certified Banking & Trust Officer (CBTO)
• Experience with community involvement or local networking in Lake Charles, LA

Required Skills

• Customer relationship management
• Sales and consultative selling techniques
• Financial product knowledge (deposits, loans, investments)
• Regulatory compliance and risk assessment
• Active listening and empathy
• Problem-solving and decision-making
• Proficiency in Microsoft Office and banking software like TellerNet
• Time management and multitasking
• Communication (verbal and written)
• Team collaboration and leadership
• Digital literacy for online banking tools
• Analytical skills for client needs assessment
• Adaptability to changing market conditions
• Hospitality and client service orientation
• Basic credit analysis

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with up to 5% company match and immediate vesting
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications in finance
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial counseling
• Performance-based bonuses and incentives tied to client satisfaction and sales goals
• Opportunities for career advancement within JPMorgan Chase's global network

JP Morgan Chase is an equal opportunity employer.