Client Experience Banker | Relationship Builder

Aumni; Westerly (RI); On-site; USD 40,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks an Associate Relationship Banker to welcome clients, assess financial needs, and connect them with appropriate banking solutions. You will engage customers in person and over the phone, using Chase Mobile App and Chase.com to support service delivery.

The role emphasizes hospitality, accurate guidance, and adherence to policies, with a focus on building lasting client relationships and cross-selling suitable products.

Qualifications

• Deliver attentive and friendly service to clients while creating a welcoming environment.
• Communicate clearly and consultatively to tailor banking solutions to client needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Engage in clear, consultative communication to build trust and identify needs.
• Assist walk-in and scheduled clients in person or by phone to build lasting relationships and advise on financial solutions.
• Educate clients on technology tools like Chase Mobile App and Chase.com to meet needs remotely.
• Learn products and procedures quickly to consult on banking solutions and connect clients with specialists.
• Follow all risk and regulatory requirements and complete required training.

Skills

Client service

Communication

Regulatory knowledge

Problem solving

Weekend/evening availability

Education

High school diploma or equivalent

Tools

Chase Mobile App

Chase.com

Job description

JPMorgan Chase & Co. in the United States seeks an Associate Relationship Banker to welcome clients, assess financial needs, and connect them with appropriate banking solutions. You will engage customers in person and over the phone, using Chase Mobile App and Chase.com to support service delivery.

The role emphasizes hospitality, accurate guidance, and adherence to policies, with a focus on building lasting client relationships and cross-selling suitable products.