Client Relationship Specialist

JP Morgan Chase; Westfield (NJ); On-site; USD 45,000 - 75,000; Full time

Job summary

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, connect clients to innovative banking solutions, and manage meaningful client relationships. You will leverage financial knowledge to tailor thoughtful solutions addressing clients’ financial needs and support branch success.

The role emphasizes building trust through proactive meetings, in-person and phone outreach, and guidance on digital tools like Chase Mobile App and ATMs, while

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail and provide a consistent client experience.
• Operate within risk parameters and comply with regulatory obligations, including required training.

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 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 their needs.
• Educate clients and connect them to technology solutions such as Chase Mobile App, Chase.com, and ATMs to meet banking needs.
• Learn products and procedures quickly to consult on banking solutions and connect clients to specialists for complex financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Risk awareness

Licensing knowledge

Weekend/evening hours

Education

High school diploma or GED

Job description

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, connect clients to innovative banking solutions, and manage meaningful client relationships. You will leverage financial knowledge to tailor thoughtful solutions addressing clients’ financial needs and support branch success.

The role emphasizes building trust through proactive meetings, in-person and phone outreach, and guidance on digital tools like Chase Mobile App and ATMs, while