Client-Focused Relationship Banker: Banking Solutions Expert

J.P. Morgan; Lee (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Massachusetts seeks a Relationship Banker at a Chase branch to deliver exceptional client service and embody our hospitality-focused culture. You will acquire, manage, and retain relationships, using your financial knowledge to tailor solutions for clients.

You will help clients navigate banking technology, stay compliant with policies, and collaborate with a team of experts to address a range of financial needs in a fast-paced community banking environment.

Qualifications

• Minimum 1+ year sales experience in Retail Banking or related field.
• Ability to create memorable client experiences and tailor solutions.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail and compliance.

Responsibilities

• Put clients first and exceed their expectations with friendly service.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand client needs.
• Educate clients on technology solutions (mobile app, website, ATMs) for banking needs.
• Learn products, services, and procedures to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Education

High school diploma

SIE and FINRA Series 6 licenses

NMLS registration

Client relationship experience

Sales experience in Retail Banking

Communication and service skills

Job description

JPMorgan Chase & Co. in Massachusetts seeks a Relationship Banker at a Chase branch to deliver exceptional client service and embody our hospitality-focused culture. You will acquire, manage, and retain relationships, using your financial knowledge to tailor solutions for clients.

You will help clients navigate banking technology, stay compliant with policies, and collaborate with a team of experts to address a range of financial needs in a fast-paced community banking environment.