Client Relationship Banker: Trusted Financial Advisor

JPMorgan Chase & Co.; Medfield (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Massachusetts seeks a client-focused banking professional to deliver attentive, friendly service and build lasting relationships with assigned clients. You will tailor product recommendations and guide clients to the right banking solutions.

You will educate clients on Chase Mobile App, Chase.com, and ATMs, learn products quickly, and ensure compliance with policies and regulatory requirements while collaborating with specialists to meet complex financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences and elevate service.
• Excellent communication in person and over the phone; tailor features to clients.
• Detail-oriented with the ability to resolve client issues.
• Work within risk parameters and complete required training.
• High school degree or GED; licensing requirements to start within 180 days.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication skills

Attention to detail

Regulatory compliance

Customer service

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. in Massachusetts seeks a client-focused banking professional to deliver attentive, friendly service and build lasting relationships with assigned clients. You will tailor product recommendations and guide clients to the right banking solutions.

You will educate clients on Chase Mobile App, Chase.com, and ATMs, learn products quickly, and ensure compliance with policies and regulatory requirements while collaborating with specialists to meet complex financial needs.