Client-Centric Relationship Banker

JPMorgan Chase & Co.; Bedford (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Bedford, MA is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful banking solutions.

You will engage customers in person and by phone, educate them on digital tools like Chase Mobile App and Chase.com, and partner with specialists to address complex financial needs while upholding regulatory standards. The role emphasizes hospitality, clear communication, and a commitment to delivering exceptional client

Qualifications

• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills, both in person and over the phone, with a proven ability to tailor features of products and services.
• Ability to resolve client issues with attention to detail while maintaining compliance.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Engage in clear, consultative communication to understand needs and build trust.
• Assist walk-in and scheduled clients in person and by phone to tailor financial recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions and connect to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Client experience

Communication

Sales experience

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Bedford, MA is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful banking solutions.

You will engage customers in person and by phone, educate them on digital tools like Chase Mobile App and Chase.com, and partner with specialists to address complex financial needs while upholding regulatory standards. The role emphasizes hospitality, clear communication, and a commitment to delivering exceptional client