Personal Banking Relationship Specialist

JPMorgan Chase & Co.; Newton (MA); On-site; USD 43,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Newton, MA seeks a Relationship Banker to represent the Chase brand by delivering exceptional hospitality and financial solutions.

You will acquire, manage, and retain client relationships, using your financial knowledge to tailor solutions and guide clients through digital banking tools. The role emphasizes building trust, educating clients on Chase technology, and meeting branch hours including weekends.

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.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

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

Retail Banking sales

Excellent communication

Client relationship building

Attention to detail

Weekend/evening availability

Education

High school diploma or GED

SIE exam

FINRA Series 6

State registration (63)

Life license

Job description

JPMorgan Chase & Co. in Newton, MA seeks a Relationship Banker to represent the Chase brand by delivering exceptional hospitality and financial solutions.

You will acquire, manage, and retain client relationships, using your financial knowledge to tailor solutions and guide clients through digital banking tools. The role emphasizes building trust, educating clients on Chase technology, and meeting branch hours including weekends.