Relationship Banker - Southeast Texas Southwest Louisiana Market - Lake Charles, LA

Location: Lake Charles, LA, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our dynamic team in the Southeast Texas Southwest Louisiana Market, based in Lake Charles, LA. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences that embody our core values of hospitality, integrity, and innovation. In this client-facing position, you will serve as the primary point of contact for individuals and small businesses in the region, helping them navigate their financial journeys with tailored solutions from one of the world's leading financial institutions. Your focus will be on building trust-based relationships, understanding unique client needs influenced by the local energy sector and community dynamics, and promoting JP Morgan's comprehensive suite of banking, lending, and investment products to drive both client satisfaction and branch success. Key to this role is your ability to conduct thorough financial consultations, recommend appropriate products like high-yield savings accounts, home equity lines of credit, or wealth management services, and ensure seamless integration with our digital platforms for a holistic client experience. You will collaborate with cross-functional teams, including mortgage specialists and investment advisors, to provide end-to-end support while adhering to strict compliance standards set by regulatory bodies such as the FDIC and OCC. In the vibrant Lake Charles community, you will also engage in local outreach efforts, such as financial literacy workshops, to strengthen JP Morgan Chase's presence and foster organic growth in deposits and loans. This position offers a rewarding opportunity to advance your career in financial services within a supportive environment that prioritizes professional development. With access to ongoing training on emerging fintech trends and a performance-driven culture, you will contribute to JP Morgan Chase's mission of enabling economic opportunity for all. If you are passionate about client advocacy and thrive in a fast-paced, relationship-oriented setting, join us to make a meaningful impact in the heart of Southwest Louisiana.

Key Responsibilities

• Build and maintain long-term relationships with clients in the Lake Charles area, providing personalized financial advice and solutions
• Identify client needs and recommend appropriate JP Morgan Chase products, such as checking/savings accounts, mortgages, credit cards, and investment options
• Deliver exceptional customer service in line with JP Morgan's hospitality standards, resolving inquiries and issues promptly
• Conduct financial needs assessments and prepare customized plans to help clients achieve their goals
• Collaborate with branch teams and specialists to ensure seamless client experiences across digital and in-person channels
• Drive business growth by prospecting new clients through community events and referrals in the Southeast Texas Southwest Louisiana market
• Ensure compliance with all federal and state banking regulations, including anti-money laundering (AML) protocols
• Monitor client portfolios and provide ongoing support for account management and issue resolution
• Participate in training and development to stay current on JP Morgan's evolving product offerings and industry best practices
• Contribute to branch goals by achieving sales targets for deposits, loans, and wealth management referrals

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 Southeast Texas and Southwest Louisiana market
• Strong understanding of banking products and services, including deposits, loans, and investments
• Ability to work flexible hours, including evenings and weekends, in a branch environment
• Compliance with all regulatory requirements, including FINRA and SEC standards where applicable
• Proficiency in Microsoft Office Suite and core banking software

Preferred Qualifications

• Previous experience as a Relationship Banker or Personal Banker at a major financial institution
• Bilingual proficiency in English and Spanish or French, given the diverse market in Southwest Louisiana
• Series 6 or 7 license, or willingness to obtain within 90 days
• Experience with CRM systems like Salesforce for client relationship management
• Knowledge of local economic trends in the energy and petrochemical sectors of Southeast Texas

Required Skills

• Customer relationship management
• Financial product knowledge
• Sales and consultative selling
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and organization
• Digital banking proficiency
• Regulatory compliance awareness
• Communication (verbal and written)
• Team collaboration
• Analytical thinking for financial assessments
• Adaptability to client needs
• Networking and prospecting
• Data entry and CRM usage
• Ethical decision-making in high-stakes environments

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 advanced degrees
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Flexible work arrangements and hybrid options where applicable
• Access to JP Morgan's global employee assistance program for personal and professional support

JP Morgan Chase is an equal opportunity employer.