Client Relationship Specialist — Banking & Solutions

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

Job summary

JPMorgan Chase & Co. in Worcester is seeking a Relationship Banker to represent our brand with hospitality in the branch. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address their needs.

You will help clients navigate technology such as Chase Mobile App and Chase.com, tailor recommendations, and work with a team of experts. This role requires a high school diploma and the ability to work weekends and evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication, in person and by phone.
• Ability to comply with risk and regulatory obligations.
• High school diploma or GED; licenses required 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

Excellent communication

Customer service

Regulatory/compliance awareness

Financial knowledge

Education

SIE exam

FINRA Series 6

State registration (63)

Life licenses

High school degree or GED

Job description

JPMorgan Chase & Co. in Worcester is seeking a Relationship Banker to represent our brand with hospitality in the branch. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address their needs.

You will help clients navigate technology such as Chase Mobile App and Chase.com, tailor recommendations, and work with a team of experts. This role requires a high school diploma and the ability to work weekends and evenings.