Branch Relationship Banker — Client Experience Pro

JPMorgan Chase & Co.; Boston (MA); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. in Boston seeks an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful banking solutions.

You will use Chase’s latest technology and friendly service to build lasting relationships and support branch goals. Ideal candidates bring strong communication, a history of customer service excellence, and a willingness to learn about products, policies, and regulatory requirements.

Qualifications

• Put clients first with attentive, friendly service in a welcoming environment.
• Engage in clear, consultative communication to help clients and build trust.
• Assist walk-in and scheduled clients in person or by phone to build relationships and tailor recommendations.
• Educate and connect clients to Chase technology (Mobile App, Chase.com, ATMs) for convenient banking.
• Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust - ask questions and listen to understand, anticipate their needs.
• Assist walk‑in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• 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.

Skills

Customer service

Communication

Problem solving

Regulatory compliance

Teamwork

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Boston seeks an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful banking solutions.

You will use Chase’s latest technology and friendly service to build lasting relationships and support branch goals. Ideal candidates bring strong communication, a history of customer service excellence, and a willingness to learn about products, policies, and regulatory requirements.