Relationship Banker - Charlotte South Market - Charlotte, NC
JPMorgan Chase & Co.
At Chase, we are passionate about creating memorable experiences for our clients and employees, 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 hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients – elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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.
- ..., 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...SuggestedImmediate startAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...SuggestedAfternoon shift
$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- ...to become a Retail Personal Banker I after completing a 4-8... ...deepening existing customer relationships through a variety of activities... ...CAMP and other approved Marketing tools to proactively reach... ...Personal Banker Associate I - Charlotte South At Fifth Third, we...SuggestedWork experience placementWork at office
- ...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...SuggestedWork 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
- ...Brokerage Group - Mooresville/Charlotte, NC page is loaded## Financial... ...stronger existing customer relationships by learning customers’ individual... ...the work of licensed bankers for accuracy, completeness and... ...Virginia, North Carolina, and South Carolina.Our consistent...Work at office
- ...Fifth Third Bank Personal Banker Associate I Make banking a... ...deepening existing customer relationships through a variety of activities... ...CAMP and other approved Marketing tools to proactively reach out... ...training sessions. Location -- Charlotte, North Carolina 28203...Work experience placementWork at office
- ...stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...Temporary work
$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...Contract workTemporary workWork experience placementWork at office$87k - $100k
Investments Accounting Consultant (Charlotte, NC (Hybrid) or Remote) Where you’ll work: Our flexible, hybrid work model offers the option... ...changes in interest rates, foreign currency exchange rates, equity markets and credit risk across its diverse investment portfolio and...Remote jobTemporary workWork at officeFlexible hours$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...Contract 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...Temporary workWork at officeHome officeMonday to FridayFlexible hours$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...$99k - $232k
...Industry/Sector: Banking and Capital Markets Job Type: Regular Time Type: Full time... ...: 689745WD Location(s): GA - Atlanta, NC - Charlotte, IL - Chicago, DC - Washington, NY - New... ...may have a direct, adverse, and negative relationship to responsibilities such as accessing...Full timeH1bRemote work- You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic... ...a variety of cross‑training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an...Immediate startAfternoon shift
- ...Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: CHARLOTTE As a Financial Representative, you will work with current and prospective clients in your community to understand their financial...
- ...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....
$69.7k - $82k
...others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere . Job Summary: Financial planning is the foundation...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...products and programs.Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with... ...reputation, delivering award-winning financial workshops and marketing your practice.Have the flexibility to control your schedule,...Local area
$47k - $66.7k
...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.But we[ʼ]re not just another legacy financial services firm. We[ʼ...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... ...ideal candidate will have experience in a wide variety of capital markets transactions, with an emphasis on structured finance. Excellent...Work experience placementWork at officeImmediate start
- ...Description At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day,... ...industry leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal....Shift workDay shift
- ...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...Immediate startAfternoon shift
- ...leaders with deep industry knowledge and relationships, solutions to address clients' unique... ...and risks, and insight on how emerging market forces can drive opportunity. With offices... ...Associate to join the team in our Charlotte office. CohnReznick is a hybrid firm and...Work at officeLocal areaFlexible hours3 days per week
- ...leaders with deep industry knowledge and relationships, solutions to address clients' unique... ...and risks, and insight on how emerging market forces can drive opportunity. With offices... ...Associate to join the team in our Charlotte office. CohnReznick is a hybrid firm and...Work at officeLocal areaFlexible hours3 days per week
- ...products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with... ...reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your...
$21.64 - $24.04 per hour
...Virtual Financial Advisor Remote Charlotte, North Carolina Bring your skills to a deeply... ...to engage and serve your own natural market. Supported by Thrivent's commitment... ...Advisor at Thrivent, you'll: Leverage your relationship-building skills and build sales...Hourly payFull timeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Charlotte South Market - Charlotte, NC. Be the first to apply!
