Relationship Banker - Raleigh West Market - Pittsboro, NC

Location: Raleigh, NC, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our Raleigh West Market team in Pittsboro, NC. As a Relationship Banker, you will be at the forefront of delivering exceptional client experiences, embodying our core values of hospitality, integrity, and innovation in the financial services industry. Your role will involve building meaningful connections with clients, helping them navigate their financial journeys through personalized advice on banking, lending, and investment solutions. In this dynamic position, you will contribute to the growth of our branch by fostering loyalty and trust, while upholding the highest standards of compliance and risk management that define JP Morgan Chase as a global leader in finance. Key to success in this role is your ability to assess client needs holistically, recommending products like checking and savings accounts, credit cards, mortgages, and wealth management services tailored to their goals. You will handle day-to-day transactions with precision, educate clients on secure digital banking options, and identify opportunities to deepen relationships through cross-selling. Working in a collaborative branch environment, you will partner with colleagues to meet sales targets and enhance overall client satisfaction, all while participating in community initiatives that reflect JP Morgan Chase's commitment to supporting local economies in the Raleigh area. We value professionals who thrive in a client-centric culture, bringing enthusiasm for financial empowerment and a passion for service excellence. This position offers the chance to grow within one of the world's most admired financial institutions, with access to ongoing training, career development, and a supportive network. If you are ready to make a tangible impact on clients' lives and advance your career in banking, join JP Morgan Chase and help shape the future of finance in Pittsboro.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend personalized banking solutions from JP Morgan Chase's portfolio
• Open and maintain various deposit accounts, loans, and credit products while ensuring compliance with regulatory standards
• Build and nurture long-term relationships with individual and small business clients in the Pittsboro and Raleigh West Market
• Provide exceptional hospitality by delivering prompt, accurate, and empathetic service in branch and virtual interactions
• Identify cross-selling opportunities for wealth management, mortgages, and investment services
• Process transactions efficiently, including deposits, withdrawals, and wire transfers, while safeguarding client information
• Collaborate with branch teams to achieve sales goals and enhance client satisfaction metrics
• Educate clients on digital banking tools, fraud prevention, and financial wellness programs offered by JP Morgan Chase
• Monitor account activities for potential risks and escalate issues to senior management as needed
• Participate in community outreach events to promote JP Morgan Chase's commitment to local economic growth

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 and services, including deposits, loans, and investment options
• Ability to obtain necessary state and federal licenses, such as NMLS registration
• Proficiency in using banking software and CRM systems
• Excellent communication skills with a focus on building long-term client relationships
• 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 in the Raleigh area
• Familiarity with digital banking tools and mobile app integrations
• Sales experience in financial products with a proven track record of meeting targets
• Certification in financial planning or customer relationship management

Required Skills

• Customer relationship management
• Sales and consultative selling
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital literacy in banking platforms
• Time management and prioritization
• Team collaboration
• Attention to detail
• Adaptability to client needs
• Ethical decision-making
• Presentation and communication skills
• Data analysis for client profiling
• Multitasking in a fast-paced environment

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships, mental health support, and financial counseling
• Flexible work arrangements and hybrid options where applicable
• Access to exclusive JP Morgan Chase employee perks, such as travel discounts and cultural event tickets

JP Morgan Chase is an equal opportunity employer.