Client-First Banker: Build Relationships & Solutions

J.P. Morgan; Boston (MA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase, based in Boston, seeks an Associate Banker to welcome clients and deliver excellent service, helping them reach their financial goals. You will build trusted relationships, educate customers on digital tools, and collaborate with the branch team to meet branch goals.

The role emphasizes hospitality, product knowledge, and seamless support for day-to-day banking needs, with compliance to policies and procedures in a fast-paced environment.

Qualifications

• Ability to put clients first and exceed expectations with attentive service.
• Ability to build trusted relationships through genuine care.
• Ability to engage clients and understand their needs clearly.
• Ability to learn products and procedures quickly and accurately.

Responsibilities

• Create a welcoming environment by providing attentive service and greeting clients.
• Open new accounts and perform account servicing while following policies.
• Educate clients on day-to-day transactions and digital self-service options.
• Build relationships by listening, asking questions, and collaborating with team.
• Handle branch operations and cash devices per bank procedures.

Skills

Client service

Relationship building

Communication

Tech-savvy

Teamwork

Product knowledge

Cash handling

Education

High school diploma or GED

Job description

Chase, based in Boston, seeks an Associate Banker to welcome clients and deliver excellent service, helping them reach their financial goals. You will build trusted relationships, educate customers on digital tools, and collaborate with the branch team to meet branch goals.

The role emphasizes hospitality, product knowledge, and seamless support for day-to-day banking needs, with compliance to policies and procedures in a fast-paced environment.