Client-First Banking Advisor & Relationship Builder

J.P. Morgan; Boston (MA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking an Associate Relationship Banker in a Chase Branch to welcome clients with hospitality and expert financial guidance. You will use banking solutions and technology to address needs, build relationships, and support the branch's success.

The role emphasizes delivering personalized service while ensuring compliance and teamwork with specialists to assist clients with complex financial needs.

Qualifications

• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone interactions.
• Resolve client issues with attention to detail and consistency.
• Operate within risk parameters and comply with training.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Engage in clear, consultative communication to build trust.
• Assist walk-in and scheduled clients in person and over the phone to build relationships.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Client service

Communication skills

Problem solving

Regulatory compliance

High school degree

Branch hours

Education

High school degree / GED

Job description

JPMorgan Chase is seeking an Associate Relationship Banker in a Chase Branch to welcome clients with hospitality and expert financial guidance. You will use banking solutions and technology to address needs, build relationships, and support the branch's success.

The role emphasizes delivering personalized service while ensuring compliance and teamwork with specialists to assist clients with complex financial needs.