Relationship Banker: Build Lasting Client Relationships

Fairygodboss; Belmont (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to deliver hospitality and expert financial guidance in a branch setting.

You will acquire, manage, and retain client relationships, leveraging banking solutions and technology to meet financial needs while adhering to regulatory requirements. The role emphasizes strong communication, proactive client engagement, and the ability to work weekends and some evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients and deepen relationships.
• Excellent communication skills in person and over the phone.

Responsibilities

• Put clients first, deliver attentive service, and create a welcoming branch environment.
• Manage assigned clients and meet with them to understand financial needs and tailor solutions.
• Educate clients on technology solutions (mobile app, online banking) and connect them to specialists when needed.
• Understand and comply with banking policies, procedures, and regulatory requirements.
• Collaborate with branch team to refer clients to appropriate products and services.

Skills

Sales experience

Customer service

Excellent communication

Regulatory awareness

Problem solving

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to deliver hospitality and expert financial guidance in a branch setting.

You will acquire, manage, and retain client relationships, leveraging banking solutions and technology to meet financial needs while adhering to regulatory requirements. The role emphasizes strong communication, proactive client engagement, and the ability to work weekends and some evenings.