Relationship Banker - (New Build) Matthews - Matthews, NC

Location: Matthews, NC, United States

Job Family: Relationship Bankers

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. We operate in over 100 markets, providing innovative solutions in investment banking, consumer and community banking, commercial banking, and asset management. As a Relationship Banker in our new build branch in Matthews, NC, you will play a pivotal role in delivering the exceptional client experience that defines JPMorgan Chase. Embodying our commitment to hospitality and client care, you will serve as the primary point of contact for clients, helping them achieve their financial goals through personalized banking solutions in a state-of-the-art facility designed for modern banking needs. In this dynamic role, you will engage with a diverse clientele in the Matthews community, building lasting relationships by uncovering their unique financial needs and recommending products from our comprehensive portfolio, including Chase checking and savings accounts, credit cards, mortgages, and investment services. You will handle day-to-day transactions with precision, ensure seamless digital integrations, and collaborate with branch teams to facilitate referrals to specialists in wealth management or small business banking. Compliance and security are paramount; you will adhere to all federal and state regulations, safeguarding client information while promoting ethical practices that uphold JPMorgan Chase's reputation for trust and integrity. We seek passionate individuals who thrive in a client-centric environment and are eager to contribute to the growth of our new Matthews branch. This position offers the opportunity to advance within one of the world's most admired financial institutions, with access to ongoing training, career development programs, and a supportive culture that values innovation and inclusion. Join JPMorgan Chase to make a meaningful impact on clients' lives while advancing your career in financial services.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial needs and providing tailored banking solutions
• Deliver exceptional client experiences in line with JPMorgan Chase's hospitality standards, including greeting clients and resolving inquiries promptly
• Promote and sell banking products such as checking/savings accounts, credit cards, mortgages, and investment options to meet sales goals
• Conduct needs-based assessments to recommend appropriate financial products and services from JPMorgan Chase's portfolio
• Ensure compliance with all regulatory requirements, including anti-money laundering (AML) and know-your-customer (KYC) protocols
• Process transactions accurately, including deposits, withdrawals, and loan applications, while maintaining security and confidentiality
• Collaborate with branch team members and specialists to support client referrals for wealth management or business banking
• Participate in community outreach and branch events to enhance JPMorgan Chase's presence in Matthews, NC
• Monitor client accounts for opportunities to deepen relationships and prevent attrition
• Stay updated on industry trends and JPMorgan Chase product enhancements to provide informed advice

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
• Strong knowledge of banking products, including deposits, loans, and investment services
• Ability to obtain necessary state and federal licenses (e.g., NMLS registration)
• Proficiency in Microsoft Office Suite and banking software systems
• Excellent communication and interpersonal skills for client interactions
• Commitment to ethical standards and compliance with banking regulations

Preferred Qualifications

• Previous experience in a relationship banking role at a major financial institution
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Sales experience in financial products with a proven track record of meeting targets
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Certification in financial planning or customer relationship management

Required Skills

• Client relationship management
• Sales and consultative selling
• Financial product knowledge
• Regulatory compliance awareness
• Customer service excellence
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Digital banking proficiency
• Team collaboration
• Attention to detail
• Adaptability to fast-paced environments
• Ethical judgment
• Communication (verbal and written)
• Basic financial analysis

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications in finance
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options where applicable
• Access to JPMorgan Chase's global employee assistance program for financial and personal counseling

JP Morgan Chase is an equal opportunity employer.