Relationship Banker - Charlotte Belmont - Charlotte, NC
JPMorgan Chase & Co.
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross‑training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self‑service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer‑first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open‑ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow‑up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.
$58.44k
...Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Title Personal Financial Counselor; Charlotte, NC Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred None specified. Education - Required A...SuggestedContract workTemporary workWork experience placementWork at office- ...Advisor - Brokerage Group - Mooresville/Charlotte, NC page is loaded## Financial Advisor -... ...and builds stronger existing customer relationships by learning customers’ individual financial... ...licensing.Reviews the work of licensed bankers for accuracy, completeness and...SuggestedWork at office
$58.44k - $93.5k
...Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title: Personal Financial Counselor; Charlotte, NC Grade: 24 Work Experience - Required: Financial Counseling Work Experience - Preferred: Education - Required: A...SuggestedContract workTemporary workWork experience placementWork at office$69.7k - $82k
...Financial Planner (Charlotte, NC) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed...SuggestedTemporary workWork at officeHome officeMonday to FridayFlexible hours$20 - $22 per hour
Client Relationship Consultant 1 (Banker) - South Park - Charlotte - NC page is loaded## Client Relationship Consultant 1 (Banker) - South Park - Charlotte - NClocations: Charlotte, NCtime type: Full timeposted on: Posted Todaytime left to apply: End Date: May 12, 2026...SuggestedTemporary workLocal area- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
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$87k - $100k
Investments Accounting Consultant (Charlotte, NC (Hybrid) or Remote) Where you’ll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How you’ll contribute: As an Accounting Consultant, you’ll support the Derivative accounting team...Remote jobTemporary workWork at officeFlexible hours$99k - $232k
...Start Year: 2026 Job ID: 689745WD Location(s): GA - Atlanta, NC - Charlotte, IL - Chicago, DC - Washington, NY - New York About The... ...conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer...Full timeH1bRemote work- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
- A leading financial services firm in Charlotte, NC is seeking an Entry Level Financial Advisor to help clients achieve financial wellness. The ideal candidate will build relationships and craft personalized strategies while receiving extensive training and mentorship....
- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined... ...: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY....Temporary workWork experience placementImmediate start
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Afternoon shift
$180k - $200k
...Restructuring Associate – Financial Services Location: Charlotte or Raleigh, NC Direct Counsel is representing an Am Law 100 firm. An... ...for attorneys looking to build long-term client relationships and expand their experience in complex financial deals....- TALENT SHIFT is seeking an experienced Financial Consultant for their global banking client. This hybrid contract role is based in Charlotte, NC, or New York, NY. The ideal candidate will have a bachelor's degree in accounting or finance and over 5 years of GSIB banking...Contract workShift work
$240k - $390k
Aligned Talent Acquisition is seeking a Banking & Finance Associate in Charlotte. This position involves working on sophisticated transactions within national finance practices for clients such as financial institutions and corporate borrowers. Ideal candidates will have...$172.66k
A financial services firm based in Charlotte, NC, seeks an Investment Banking Associate to strengthen client relationships and manage transactions. Responsibilities include analyzing client needs, drafting transaction materials, maintaining communication with executives...- ...to solutions that meet their financial goals. Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...Work at officeFlexible hoursShift workWeekend workDay shift
- ...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Shift workWeekend workDay shift
- Job Description At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship...Shift workDay shift
$47k - $66.7k
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people—and we[ʼ]re not done yet. Founded to help educators retire with dignity, today we[ʼ]re a market-leading retirement company fueled by world-class asset management...Hourly payWork experience placementWork at office- Finance (Corporate Trust) - Junior Associates Charlotte The Charlotte office of Alston & Bird has an immediate opening for two Corporate Trust Associates with 1 - 3 years’ experience to join the firm’s Finance Practice Group. The ideal candidate will have experience in...Work experience placementWork at officeImmediate start
$69.7k - $82k
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...actionable and achievable advice and connect clients to Thrivent products and programs.Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.Make client...Local area
- ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...
$21.64 - $24.04 per hour
...Virtual Financial Advisor Remote Charlotte, North Carolina Bring your skills to a deeply purposeful, financially rewarding career... ...Financial Advisor at Thrivent, you'll: Leverage your relationship-building skills and build sales experience to engage clients...Hourly payFull timeLocal areaRemote work- ...contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Charlotte area to work plan sponsor relationships, in tax exempt markets and retail. This position will be responsible for 403(b)/457 enrollment, retirement...
$69.7k - $82k
Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate,...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$100k
...assess their financial needs Develop customized financial plans to address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time Provide ongoing consultation and support Features of this position...Permanent employmentWork at officeLocal area
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